Program 3

Thursday, October 21, 2021

Program 3 Topics

Administrative Matters in Estates and Trusts – Introduction and Scope, Scott Malin

Estate Planning for Blended Families, Elaine Bucher

Dealing with Unique Assets – Business Interests, Partnerships and Real Estate, Jeff Myers

Probate and Trust Codes, Required Notices and Creditor Claims, David English

Representing Trustees and Executors and Managing Fudciary Risk (Panel), Susan Snyder and David Blickenstaff

Trust Modification, Decanting, Disclaimers and Non-judicial Settlement Agreements, Scot Boulton

View from the Bench, a panel with Commissioner Connaghan and Judge Levy