The Intersection of Complex Planning, Family Law and Ethical Conundrums
This program track may qualify for up to 12.0 hours MCLE, of which 4.0 hours may qualify for ethics, and all of which may be Estate and Trust Specialization (up to 4.0 hours MCLE including 4.0 Specialization Credits daily). Attendees are invited to enjoy a complimentary hot breakfast buffet Monday, Tuesday and Wednesday mornings, from 7:30 am to 8:15 am.
The Trusts & Estates practice weaves diverse threads into a comprehensive tapestry. Frequently the practitioner must be part accountant, part counselor and part magician. Concerns about ethics are commonplace, and often unique to the practice area. In three half-day sessions, we will review tax considerations in the planning process (especially in light of dramatic changes in the tax landscape), and consider the special problems confronted by planning for married couples. In addition, participants will secure up to four hours of ethics credit, with a focus on estate planning, elder law and the Trusts & Estates practice.
TRACK CHAIRS: Robert B. Fleming and Elizabeth (Rollings) Friman from Fleming & Curti, PLC