Rolling with the Changes, Part 1: Updating the Estate Plan to Reflect Life’s Changes 2022 | American Bankers Association (ABA) | 7 April 2022 | Webinar
Venue
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| Event Date | Thu Apr 7 EDT (over 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
This webinar will continue our discussion of updating estate plans with a focus on planning for a married couple with accumulating wealth, growing children, and life changes over time. Life disruptors, such as divorce or a failed business, also will be discussed.
Discussion Highlights:
• How prior planning decisions can be affected by significant changes in wealth
• Re-examination of fiduciary designations
• Common changes to trust structures as children get older and wealth increases
• The role of irrevocable trusts in wealth planning
• Estate plans in divorce or creditor situations
• How to discuss wealth with children
Speakers
2022 Speakers
Thomas W. Abendroth
Partner, ArentFox Schiff LLP
Stephen W. Murphy
Partner, McGuireWoods LLP