43rd Annual UCLA/CEB Estate Planning Institute

Overview


The Estate Planning Institute holds its annual event, live streamed to participants, and comprising a number of in-depth panels exploring key trends and developments.

Bobbi J. Bierhals will co-host a panel focusing on Family Offices and Trust Companies.

Carlyn S. McCaffrey and Nicole M. Pearl will host a session focusing on Planning in a Low Interest Rate Environment.

To learn more and to register, please click here.

Dig Deeper

IoD Building, London / Thought Leaders 4 Private Client / July 5, 2022

The Modern Trust: Contentious Trusts in a Changed Social Landscape

Guernsey / Mourant / May 26, 2022

Mourant Guernsey Trusts Forum

Jersey / Mourant / May 24, 2022

Mourant Jersey Trusts Forum

Live Webcast / Speaking Engagements / May 23-24, 2022

65th Annual Estate Planning Short Course

Bonita Springs, Florida / Speaking Engagements / May 20, 2022

Florida Bar Tax Section Annual Meeting

Webinar / ThoughtLeaders4 Private Client / May 10, 2022

Psychology of Trust Disputes and the Family Dynamics that Lead to them

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