Drafting Tips for High-Net-Worth Clients: Estate and Trust Planning and Administration

High-net-worth clients present intricate challenges that require nuanced estate planning solutions. In this program led by Leah Del Percio, President, CEO, and co-founder of Trustate, attendees will explore the critical role of broad flexibility in high-net-worth (HNW) estate and trust planning, as well as administration. This program is intended for trusts and estates attorneys. 

Learning Objectives:

1. Navigate the complexities faced by high-net-worth clients
2. Gain insights into trust decanting, integrating prenuptial and marital settlement agreements into estate plans, remedying IRS Form 709 errors, strategizing retirement account inclusion, and addressing over-concentration of assets in trusts
3. Optimize powers of appointment, correct mixed inclusion ratio trusts, and effectively manage irrevocable life insurance trusts (ILITs)