Estate planning should be viewed (and reviewed) through a real-life lens. An estate plan should be tax efficient and compliant with legal requirements, but it should also serve your clients’ specific needs and family dynamics. In this presentation, experienced estate and trust practitioners review practical considerations (and provide suggestions for implementation) when creating and personalizing an estate plan to yield more effective estate and trust administration consistent with the decedent’s wishes while mitigating the risk and expense of conflict.

Elizabeth Hickman, Pendleton Square Trust Company

Jill Mastroianni, Waller Lansden Dortch & Davis

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving. Not a section member? Join the section to receive additional savings.