Managing Complex Estates and a Diverse Clientele:
A Practical Focus on Estate Planning and Practice Administration
The Trust & Estates practice presents clientele with diverse needs and goals. What appears to be a "simple" estate plan can cause complications for families with hard to value assets, long-term health care challenges and beneficiaries who need assistance. As practitioners, we must be prepared to not only prepare an estate plan, but also assist families as the plan goes into action. This is a three-day program where each day will include both presentations and interactive panel discussion between the program faculty and attendees.
This program track may qualify for up to 12.0 hours MCLE, all of which may be Estate and Trust Law Specialization (up to 4.0 hours MCLE daily). Attendees are invited to enjoy a complimentary hot breakfast buffet Monday, Tuesday and Wednesday mornings, from 7:30 am to 8:15 am.
TRACK CHAIRS and MODERATORS: Robert B. Fleming, Fleming & Curti, P.L.C, and Elizabeth Rollings, Fleming & Curti, P.L.C