Lost in Translation: How to Stop Lawyersplaining!

Read the Full Story

Lost in Translation: How to Stop Lawyersplaining!

Attendees will gain insights into trust decanting, integrating prenuptial and marital settlement agreements into estate plans, remedying IRS Form 709 errors, strategizing retirement account inclusion, and addressing over-concentration of assets in trusts. This webinar aims to provide practical drafting tips to navigate complex issues facing high net worth clients.

Read the Full Story

Lost in Translation: How to Stop Lawyersplaining!

Read the Full Story
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Lost in Translation: How to Stop Lawyersplaining!

An Educational Series
In this program, we will explore advanced estate planning techniques, focusing on optimizing powers of appointment, correcting mixed inclusion ratio trusts, and effectively managing ILITs.
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Attendees will gain insights into trust decanting, integrating prenuptial and marital settlement agreements into estate plans, remedying IRS Form 709 errors, strategizing retirement account inclusion, and addressing over-concentration of assets in trusts. This webinar aims to provide practical drafting tips to navigate complex issues facing high net worth clients.

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