Estate Planning in Depth 2018

Overview


Partner Nicole Man and associate Jane Zhao led a session entitled ‘Can You Keep a Secret? Working with Silent Trusts’ at ALI CLE’s and Continuing Legal Education for Wisconsin’s (CLEW) ‘Estate Planning in Depth 2018’ conference, hosted in Madison, Wisconsin on June 25-28.

This session provided trustee’s counsel and advisers with a thorough and practical guide to navigating these fiduciary minefields. The panel addressed the key obligations that advisers to fiduciaries need to grasp and meet to avoid liability and defend against beneficiary claims, the ways in which these obligations can vary between jurisdictions, and how to avoid being caught between the settlor’s directions and the duties imposed under governing law.

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Dig Deeper

Chicago, IL / McDermott Event / September 18 - 19, 2019

2019 Trust & Estate Controversy Forum

Webinar / Speaking Engagements / July 23, 2019

Individual International Income Taxation and Compliance Post-TCJA

Chicago, Illinois / Speaking Engagements / June 17 - 21, 2019

Estate Planning in Depth 2019

Tel Aviv, Israel / Speaking Engagements / June 18-19, 2019

Annual Conference of STEP Israel

Tel Aviv, Israel / Speaking Engagements / June 17, 2019

Private Clients and Non-Israeli Trusts in Israel