Planning with trusts will present information on the new Uniform Directed Trust Act, fiduciary income tax issues, preparing fiduciary accountings to mitigate risk, the care and feeding of dynasty trusts, the scope of trustee discretion, and trust asset protection through the lens of the drafting attorney, the fiduciaries and the creditors.
Additional series include international planning, financial assets, charitable giving, elder law and litigation.
Ms. Portuondo highlighted several key trending topics of interest for advisors, including income tax and basis planning, flexible planning strategies for new and existing trusts and planning for clients with international connections.
Conference registations are being accepted online at www.law.miami.edu/heckerling.