Estate Planning and Administration
Thank you to Paula Leibovitz Goodwin and Caitlin Carey for discussing: “Beyond NINGs and DINGs – Incomplete Gift Trust Planning for Nontaxable, Maybe Taxable, and Very Taxable Estates.”
___________________________________________________________________________________________
Elder Law, Conservatorships & Guardianships
Proven and Recent Planning Strategies for Persons with Disabilities
Thank you to Kevin Urbatsch for discussing trust provisions that can be added into Special Needs Trusts and new tools like the ABLE account and True Link card which greatly expands what the planner can create to improve the quality of life of persons with disabilities.
___________________________________________________________________________________________
More Upcoming Events
| January 9 | Estate Planning and Administration |
| January 16 | Elder Law, Conservatorships and Guardianships |
| February 6 | California & Federal Recent Developments |
| March 13 | Estate Planning and Administration |
| March 20 | Litigation and Mediation |
| April 10 | Estate Planning and Administration |
| April 17 | Elder Law, Conservatorships and Guardianships |
| May | Spring Symposium |