Tracy Lyerly, special counsel in the Private Wealth practice, will present “Maintaining Flexibility in Estate Planning” at 12:15 p.m. (CT) on Monday, June 8. The presentation will discuss types of flexibility including:

  • Maximizing gift, estate and income tax planning using powers of appointment, discretionary powers, trust protectors and decanting
  • Exit opportunities to unwind overly successful transfer tax planning
  • Planning considerations in light of a global pandemic and social distancing