Evolutions in Estate Planning: How Aging Clients and Changing Laws Shift the Focus of Planning

10:40 AM - 11:55 AM
This presentation will discuss the important tax and legal changes that have occurred over the last 20 years. It will discuss how aging clients have different goals and objectives from younger clients, and how irrevocable trusts, QTIP trusts, special needs trusts, and other estate planning tools have different applications when used for asset protection for senior clients rather than the traditional use of estate tax minimization and avoidance.