With an aging population, new tax rules, and recent changes in the law, planning for the future has become more challenging yet also more critical than ever before. This talk by Fasken’s Trusts, Wills, Estates and Charities Group will explain what you and your families need to know to make a secure and effective succession plan in today’s environment.
In this session, we will discuss:
- Wills, Dual Wills, and Will Alternatives: Minimizing Probate and Litigation Risk
- Helping Elderly Parents: Planning for Incapacity
- Family Trusts, Alter Ego Trusts, and Joint Partner Trusts
- Optimizing Taxes at Death