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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

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

Webinar / Speaking Engagements / October 21 – 23, 2025

ERIC’s 2025 Virtual Policy Symposium

Phoenix, AZ / Speaking Engagements / October 12 – 14, 2025

SIIA's National Conference 2025

Half Moon Bay, CA / Speaking Engagements / September 9 – 10, 2025

Institutional Investor 17th Annual DC Institute Half Moon Bay Symposium