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Inter Vivos Petitions

Jun 22, 2019
   |   
HBZ Marketing
   |   

Event Date:

Jun 22, 2019 12:00 PM

Speaker:

Andrew Verriere

Venue:

HBZ

Mr. Verriere will discuss an issue often faced by estate planners. Frequently, estate planners are tasked with drafting plans with anticipated future litigation. This presentation will provide an analysis of the statutory grounds affording estate planners the opportunity to petition the court for approval of the estate plan during the settler’s life. Also analyze case law interpreting the relevant statutory provisions and explore the pros and cons of these techniques.

MCLE Credit: 1.0 Hour General

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