The qualitative aspect of grantor intention is very difficult to reflect in trust language or will provisions. This complexity of human intentions and relationships should cause us to constantly and comprehensively rethink the way we frame wealth transfer communications.

This session suggests that embedded in donative transfer terminology is a transformational goal for estate planning that can change our counsel, our colleagues and our clients.

SPEAKERS

• Raymond C. Odom, Northern Trust Corporation, Chicago, IL

PRODUCED
Session from 43rd Annual Estate Planning & Fiduciary Law Program, July 21-23, 2022

APPROVED CREDIT
North Carolina: 1.00 MCLE Hour

Qualifies for NC State Bar Estate Planning & Probate Law Specialization

PROGRAM PRICING
See pricing below.

Access to the program and content expires ninety (90) days from the date of purchase.