Overview
Nicole Pearl spoke at the American Law Institute Continuing Legal Education’s (ALI CLE) Estate Planning for the Family webcast on October 17, 2025. She spoke at the following session:
Advanced Transfer Planning Techniques
This session explored sophisticated transfer planning methods, including formula clauses, Grantor Retained Annuity Trusts (GRATs), sales to intentionally defective trusts, and other tools. The session also forecasted how upcoming tax changes will impact planning strategies, offering proactive solutions to navigate uncertainty effectively.