Hot Topics in Estate Planning

April 22, 2015
Everything old is new again. Over the past decade, the estate planning environment has been in constant change. However, there are several fundamental areas that should be considered with all clients. This seminar will review several "hot topics" often central to our clients' concerns. Specifically, the speakers may discuss incapacity planning, avoiding probate, state level estate and gift tax, lifetime gifting, testamentary planning, asset protection, fiduciary selection, retirement benefits and charitable planning.