Joshua Rubenstein, national chair of the firm's Private Wealth practice, will present "Pressing the 'Do Over' Button - Strategies for Modifying Wills and Trusts after Formation" at 10:15 a.m. (ET) on Monday, September 13. During his presentation he will discuss:

  • Understanding why post-formation modifications become necessary
  • Federal and state tax considerations for will and trust modification
  • Post-formation modification with retroactive or prospective effects
  • Modifying wills and trusts through litigation settlements

Learn more about the 52nd Annual Estate Planning Institute.