Secure Your Clients for Generations

Dive into cutting-edge topics from local and national experts. Amy K. Kanyuk and Paul S. Lee break down trustee discretion and basis management. From sophisticated domestic asset protection trusts to straightforward planning for pets, we’ll help you prepare your clients for life’s complexities. Learn how today’s hottest estate and tax planning, probate, and litigation issues—such as gun trusts, Medicaid changes, and technology trends—will impact your practice.

Benefits of Attending:

• Stay current on essential caselaw developments and new legislation
• Get advice straight from the probate bench with our judges panel
• Gain trust-building techniques to lock in more clients
• Analyze case studies on basis management
• Avoid pitfalls when a longtime client needs a guardian
• Plan effectively for adopted children and stepchildren
• Examine challenges trustees face in making distributions
• Explore new tracks on blended families, unique assets, and charitable planning