5/5 - Understanding Social Security
5/25 - Trust Situs and Governing Law Consideration
6/22 - No Good Deed Goes Unpunished (Ethics)
7/27 - Estate Planning for the Disabled and Aging Population
8/24 - Balancing Income Tax Planning and Estate Tax Planning
9/21 - Directed Trusts: Risks and Liabilities
10/26 - Avoiding the Future Disruption of an Estate Plan
11/16 - Dealing With a “Bad” Trustee
11/14 - Ethics Issues for Estate Planners Before the Engagement Begins
For more information, please contact Jerry Wolf, Branch Manager Assistant, at (212) 667-4218 or jerry.wolf@opco.com