Year-End Estate and Tax Planning: Navigating New Legislation and Drafting Strategies to Mitigate Administrative and Litigation Issues

Session I – Trust Planning with an Eye Towards Administration and Litigation – Nicole Thornton Many estate planners are justifiably proud of their ability to create plans that save taxes and preserve wealth. But even the best plans are just that and they can quickly unravel when it’s time for implementation. This session will explore the real-world challenges that often derail trust plans after the drafting phase. We’ll cover issues such as trustees who lack the training or understanding to carry out the plan effectively, the emergence of family conflict and disputes among beneficiaries, and the legal and practical consequences…