Wills, Trusts, and Estates CLE: Best of Heckerling 2019
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Wills, Trusts, and Estates CLE: Best of Heckerling 2019

The Laws, They Are A-Changin' This Seminar will cover:  Tax Law Update New Developments in Special Needs Planning Planning to Withstand Challenges  Speakers: Kaley N. Barbera, J.D. LL.M.1 General CLE Credit; 1 Elder Law, 1 Tax Law, 1 Wills, Trust and Estate Certification Credit

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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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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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