Trusts & Estates

The Trusts & Estates Community is dedicated to connecting attorneys who practice in estate planning, probate, and fiduciary law. This Community fosters collaboration, education, and discussion of emerging issues and best practices in the field. Members benefit from virtual meetings and a dedicated listserv that supports ongoing engagement and knowledge sharing.

Trusts & Estates Community meetings focus on:

• Developments in the law as it relates to trusts & estates
• Probate and estate administration procedures across jurisdictions
• Fiduciary duties and responsibilities of executors, trustees, and guardians
• Tax planning strategies, including estate, gift, and generation-skipping transfer taxes
• Charitable giving and the formation and operation of private foundations• Elder law issues, including guardianship, Medicaid planning, and capacity concerns
• Business succession planning and closely held business interests
•  Asset protection strategies and the use of domestic and offshore trusts
• Dispute resolution, including will contests, trust litigation, and fiduciary liability
• Intersections with family law, real estate, and corporate law in estate planning contexts