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What the Cool Kids Are Doing in Estate Planning

In light of recent developments, some estate planning strategies have become especially popular.

In this session, keynote speaker Sam Donaldson explains and evaluates several "hot" planning ideas, including spousal lifetime access trusts, charitable remainder trusts as beneficiaries of retirement accounts, ultra-long-term grantor retained annuity trusts (GRATs), and incomplete gift nongrantor trusts.


  • Samuel A. Donaldson, Georgia State University College of Law, Atlanta, GA

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

North Carolina: 1.25 MCLE Hours

Qualifies for NC State Bar Estate Planning & Probate Law Specialization

See pricing below.

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