Defensive Estate Planning Class
Strategies, Techniques, and Best Practices
You are invited to attend my free Continuing Legal Education course.
The class explores defensive estate planning techniques and strategies designed to prevent post-death family infighting, estate litigation, unnecessary complexity in administration, unnecessary expense and delay, planning for unknown unknowns, and best practices (some of which may not be obvious, even to the experienced practitioner). The class goes beyond the usual discussion of will contests, disinheritance clauses and in terrorem clauses, and touches upon safekeeping of wills, using the ascertainable standard for purposes of creditor protection, choosing appropriate witnesses for will executions, using advance directives to avoid unnecessary guardianship, pre-death due diligence, and will stacking, among other topics.
The CLE will be held at the National Law Institute at One Penn Plaza, Suite 3406, New York, New York 10119 on January 15, 2019. The program begins at 9:00am and ends at 11:00am.
I hope to see you there.
Daniel J. Reiter