Post-Filing Considerations in Contested Trusts & Estates

Setting the stage for a favorable outcome for your client with a contested trust or estate begins with pre-filing, and there are many considerations that should inform advocacy at this stage. Originally presented as part of the Elder Law Short Course 2023.

This course discusses the process of building up your book of business in your trusts & estates legal practice. Topics include: Moving into your own practice, business infrastructure, issues once you have started, staffing, use of Artificial Intelligence, and adding partners. Originally presented as part of the Estate Planning for the 99%.

The income tax laws pertaining to estates and trusts can seem daunting. However, the most important tax code provisions relevant to attorneys and their clients are relatively simple and easy to understand. This presentation explores those income tax code provisions as they relate to estates, trusts, and our aging clients so you can apply them easily in your practice. Originally presented as part of the Elder Law Short Course 2023.