In Estate Planning 101: From Client Intake to the Final Plan, Laura Wilensky will speak as panelist on guiding attorneys looking to handle their first estate planning or litigation clients and those who simply want to learn more about the details associated with basic estate planning and litigation issues.
Laura will present on Lifetime Gift Planning, providing basic review of lifetime gifting to both individuals outright and various trusts, outlining key considerations needed to be best prepared for estate and gift tax audits as well as other challenges brought in connection with the gifting.