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ALI CLE’s Estate Planning for the Family

ALI CLE’s Estate Planning for the Family

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.

Dig Deeper

New York, NY / Speaking Engagements / January 22, 2026

Institutional Investor’s 19th Annual DC Institute New York Summit

Webinar / Speaking Engagements / December 4, 2025

BARBRI's AI in Employee Benefits Administration

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PLI's Advanced Pension Plan Investments 2025

Las Vegas, NV / In-person / November 2 – 5, 2025

The ESOP Association's Employee Owned 2025 Conference

Washington, DC / Speaking Engagements / October 27 – 28, 2025

ABA's Health and Welfare Benefit Plans National Institute 2025