The program includes the following topics:

• People: Estate Planning for the Dysfunctional Family
• Plan: Sophisticated Situations - How We Analyze Client Goals and Assets to Develop the Right Plan
• Problems: Fiduciary Issues
• Protecting Ourselves: Attorney Liability Issues
• And a special presentation on the outlook for federal estate tax legislation

Mickey Davis will moderate the panel discussion "The Plan: How We Analyze Information About Assets and the People Who Own Them."

Program Description
The session will address the following issues:

• Practical issues in developing sophisticated estate plans
• How to match client goals and assets with planning tools
• Which tools work and when
• Legal vs. practical issues
• Planning with difficult assets and combinations
• Succession planning and tax-free divisions of entities
• How to educate clients about their options

Credit Information
.5 Hour CPE Ethics approved, 4 Hours CPE Ethics approved for entire program.