CLE on Estate Planning in Depth: Mistakes Fiduciaries See All the Time – and How to Fix Them

July 31, 2018

The American Law Institute is a web seminar entitled, Estate Planning in Depth: Mistakes Fiduciaries See All the Time – and How to Fix Them, on Thursday, August 23, 2018. Provided below is a description of the event:

Why You Should Attend

Most estate planning professionals have more experience discussing and drafting estate planning documents than actually administering those documents after a client’s death. As such, many of the decisions made during the planning and drafting process can seem largely theoretical, and many of the issues that can arise later are unanticipated. Get inside guidance on the “little” issues in estate planning that can lead to big headaches later. Register for this practical webcast and learn about the mistakes most commonly encountered by fiduciaries and other estate settlement professionals and how to anticipate and avoid them when advising your clients.

What You Will Learn

Topics to be discussed include:

Proper exercise of powers of appointment

The disposition of tangible personal property

The impact of various funding formulas

Tax apportionment clauses,

Alternative trust options, and more

This highly-rated session was originally presented at the ALI CLE course, Estate Planning in Depth, on June 24, 2018. Register now and get a front row seat at the rebroadcast! Questions submitted during the program will be answered by email within two business days. In addition, all registrants receive a set of downloadable course materials to accompany the program.

Posted in:

Conferences & CLE, Estate Administration, Estate Planning - Generally and Trusts