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
Related Professionals
-
Partner and National Chair, Private Wealth Department+1.212.940.7150
New York
