Fiduciary Litigation Annual Review (2024)

Virtual

A panel of trust litigation attorneys conducts an annual review of current key fiduciary issues being addressed by the courts and provides advice on how to avoid associated risks. Discussion […]

Asset Rich, Cash Poor: Planning for the Illiquid Estate

Virtual

Explore the planning challenges for individuals with significant wealth but few liquid assets. The estate tax is due nine months after the date of death, and the federal government generally […]

Managing Conflicts in a Trust

There is no such thing as a trust that can avoid all conflict among beneficiaries or between beneficiaries and trustees. But much can be done during drafting and administration to […]

Recent Developments (2024)

This presentation will update attendees on 2024 legislative and regulatory developments, rulings and cases in estate planning and gifts, generation-skipping transfers and fiduciary income tax. We’ll also discuss how the […]

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