Join Mark Swirbalus and other estate planning practitioners, fiduciary litigators, and trust lawyers at this year’s 22nd Annual Estate Planning Conference 2021. The Conference distills the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year.

Agenda

• Recent Developments in Estate Planning, Trust and Estate Administration, and Fiduciary Litigation
• Featured Address: Naming Trusts as the Beneficiary of Retiremet Planning Assets Natalie B. Choate, Esq., Nutter McClennen & Fish LLP, Boston
  • Hear a practical discussion on mistakes estate planners make when devising and deeding interests in real estate and how to avoid them. This panel discussion includes converting real estate interests into intangible LLCs for domicile purposes, why old real estate trusts should be reviewed, what to do with missing Schedules of Beneficial Interest and case examples of title clouds and how to clear them.

• Planning at the Intersection of Estate Planning and Closely Held Business Planning
  • Hear practical insight on why it is important for those who are planning for a client who owns a closely held business to understand planning pitfalls if the plan is not properly integrated with corporate documents, possible tax traps, the unique characteristics of planning for “Subchapter S” corporations, whether or not businesses should be owned in trusts, and the relationship between businessman’s risk and fiduciary duty.
• Planning for a Client Whose Capacity Is Diminishing (Not Diminished
  • The loss of capacity and competence can be a very long runway. Planning is its trickiest when dealing with long-standing clients whose competence is beginning to slide. The panel discusses the legal, moral, and ethical responsibilities, addressing the balance between a client’s vulnerability and autonomy.