Estate Planning in Depth 2017

Overview


Bobbi J. Bierhals will speak at the Estate Planning in Depth 2017 at the University of Wisconsin School of Law.

Topics will include:

  • Planning for elderly and disabled clients
  • Fixing old trusts and dealing with trusts in divorce
  • Drafting for modern families and unmarried couples
  • International estate planning
  • Charitable trusts
  • Planning with IRAs
  • State income taxation of trusts
  • Planning with special needs trusts
  • Avoiding planning mistakes with life insurance
  • Nuptial agreements
  • Ethical issues in serving as or representing fiduciaries
  • Business exit and succession planning

Dig Deeper

New York, NY / Speaking Engagements / January 27-31, 2020

2020 NYSBA Annual Meeting

Grand Cayman / Speaking Engagements / January 23-24, 2020

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Toronto, Canada / Speaking Engagements / June 12, 2020

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New York, NY / McDermott Event / November 21, 2019

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