A pre-recorded streaming VIDEO replay of one session from the April 2018 live seminar, The Douglas W. Conner 39th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association
Note: Your GAL certificate may be found at the front of your written materials.
The recent changes in tax laws have provided nearly a decade of estate planning opportunities for many of our clients. Seismic demographic shifts in the population, rapidly evolving family and social norms, and even the recent tax laws have presented significant challenges to the estate planning community and our clients. Whether our clients are broke or billionaires, estate taxes are rarely the biggest threat to an estate plan. This session focuses on several case studies, with issues ranging from premarital agreements to broken estate plans to addiction and mental health issues, looking to estate planning and modern trust law for ways to respond to our clients’ toughest problems.