Program 1:

Thursday, December 7, 2023

Program 1 Topics:

Use of Trusts

Trust Flexibility

Asset Protection

Spousal Planning and Joint Spousal Trusts

Drafting for Directed Trusts

Retirement Planning

Program 2:

Friday, December 8, 2023

Program 2 Topics:

Digital Assets

Life Insurance/Viatical Settlements

Ethics/Capacity

Elder Planning

Charitable Planning/ Charitable Trusts

Business Planning

Estate Planning and Reproductive Technology

Program 3:

Thursday, February 22, 2024

Program 3 Topics:

Tax Planning in Anticipation of Tax Cuts and Jobs Act 2025

Future of AI in Digital Resurrection of the Deceased Planning Considerations

Probate and Trust Codes, Required Notices and Creditor Claims

Settling and Fixing Trust Disputes and Problems by Modification and Reformation

Releases and Legal Fees

Problems with Estate Assets

Program 4:

Friday, February 23, 2024

Program 4 Topics:

Overview of Estate and Trust Litigation

Decanting – Structuring to Minimize Disputes

Mineral Interest and Planning Techniques

Representing Trustees and Executors and Managing Fiduciary Risk

Ethics, Malpractice and Representation of Parties

Litigating Claims for Breach of Trust

A View from the Bench

Program 5:

Thursday, May 9, 2023

Program 5 Topics:

Program 6:

Friday, May 10, 2023

Program 6 Topics: