59th Annual Heckerling Institute on Estate Planning Conference
The Heckerling Institute on Estate Planning is the nation’s leading educational conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The 59th Heckerling Institute covers topics of timely interest to attorneys, accountants, trust officers, charitable giving professionals, wealth management professionals, and nonprofit advisors.
Nat'l Bar Association: Outwitting the Grim Reaper- The Benefits of Trusts
Come learn the facts about establishing a trust and preserving generational wealth!
Who's the Client? The Ethics Involved When Selecting & Representing Clients
This presentation will assist attorneys in analyzing how to identify the “client,” issues that can arise in the consultation phase, how to identify and address loss of capacity issues in the representation phase, and provide proactive approaches and/or recommendations addressing possible conflicts.