Events & Speaking Engagements

This session will highlight considerations and discuss strategies for estate planning for families in the 21st Century, including planning for divorce, remarriage, blended families, same-sex marriage, unmarried couples, non-marital children, and other issues affecting many modern families.

Join us as we debunk prevalent myths and misconceptions surrounding planning for death and incapacity.

Specifically tailored for fellow professional advisers, we explore sophisticated strategies involving intentionally defective grantor trusts designed to maximize benefits for clients, while also minimizing risk. 

Join us on Wednesday, May 15th, 2024, from 12:30 p.m. to 4:15 p.m. for our 2024 EST Summit at the Scott Conference Center.