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Trustee Selection – A Review of Technical and Practical Considerations

Trustee Selection – A Review of Technical and Practical Considerations

The Broward County Bar Association's Wills Trusts and Estates Section Present Trustee Selection – A Review of Technical and Practical Considerations Speaker: Steven J. Schermer, Esq. The presentation will broadly cover the topic of selecting trustees for long term trust administrati...

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Technology and Estate Planning: The Rise of the Electronic Will
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Technology and Estate Planning: The Rise of the Electronic Will

Electronic wills are a reality today in a number of jurisdictions outside the United States, and in at least four states in the United States. Statutory law already authorizes electronic wills in Nevada, Indiana, and Arizona Legislation has been enacted into law in Florida which authorizes electr...

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Trust Decanting: So Easy, So Good (except when it isn't)

Trust Decanting: So Easy, So Good (except when it isn't)

During the past several years, planners have frequently been told that they are able to modify irrevocable trusts through decanting or other means. Tom's discussion will explore how that can be done and also some of the practical state law and federal law implications of decanting.Speaker: T...

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