22nd Annual Sophisticated Trusts and Estates Law Institute

This year’s Institute brings together a distinguished faculty of national and international authorities for two days of current, practical instruction. Day one covers domestic trusts and estates planning, administration, and litigation. Day two turns to international matters.

CLE Approved Speaker Series: Bridging the Gap for Retirement Benefits – Advising Clients Through Both Planning and Administration

Many estate planners spend years designing plans for clients and revising them as laws change, without seeing how those plans ultimately work in practice. Once a client dies and planning gives way to administration, the planner has to figure out how to implement the plan put in place. For retirement assets, that transition can present particular challenges.