Joshua Rubenstein, national head of the firm's Trusts and Estates practice, will present "Pressing the Do-Over Button: Strategies for Modifying Wills and Trusts After Formation" at 9:00 a.m. (ET) on Thursday, October 26. The session will first consider the federal and state tax considerations underlying the decision whether or not—and if so, how—to modify wills and trusts after formation. It will then consider those options for modification that have retroactive effect to date of creation, as well as those options whose effect is purely prospective. The session will conclude by considering the availability of litigation settlements successfully to make otherwise much-needed modifications to wills and trusts.
Nova Southeastern University, Rose and Alfred Miniaci Performing Arts Center
3301 College Ave
Davie, FL 33314
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Partner and National Chair, Private Wealth Department+1.212.940.7150
New York
