COURSE DESCRIPTION
Navigate the evolving trust landscape as emerging legal trends, tax considerations, and client expectations reshape traditional estate planning strategies. This forward-looking program examines innovative trust structures, regulatory developments, and planning opportunities that define the cutting edge of modern estate practice. Position your practice for success by understanding the trends that will drive trust and estate planning in the years ahead.
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Explore emerging trust structures responding to changing family dynamics and wealth transfer goals
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Analyze recent tax developments affecting trust planning and administration strategies
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Understand technology's impact on trust administration and client service delivery
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Identify opportunities created by evolving state trust laws and jurisdictional competition
Speakers:
Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.
Michael Sneeringer is a Partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He is an Executive Council member of the Real Property, Probate and Trust Law Section of the Florida Bar and the Articles editor, Trust and Estate, for Probate & Property Magazine.