The Trust & Estates Institute is a space for the leading legal minds involved with trust and estates law, as it pertains to the LGBTQ+ community, to share ideas and network. The Institute is designed to offer experienced trust and estates practitioners the opportunity to discuss issues affecting the LGBTQ+ community and discuss legal trends and strategies for now and in the near future. Modeled after the Family Law Institute, the Trust & Estates Institute offers high-level group discourse rather than a traditional CLE lecture format, as well as an opportunity for practitioners to collaborate with a national network of experienced practitioners. To create an environment that encourages the free flow of information, registration is limited. The meeting will be closed and the proceedings will not be recorded. The Trust & Estates Institute is not open to law students.
The Trust & Estates Institute schedule for 2022 will be released closer to the event. Please check back in summer 2022!
2021 Program and Schedule
Friday, July 30, 2021 starting at 11am ET/10am CT/8am PT
Please note that the schedule below is listed in Eastern Time.
CLE credit will not be offered during this Institute.
|11:00am||Welcome and Introductions|
|11:10am||Planning and Execution Issues and Solutions and Business Development Opportunities in a Pandemic|
|12:00pm||Emerging Trends in Estate Planning (including a discussion of litigation trends and ethical issues)|
|1:00pm||Client Tax and Estate Planning Opportunities and Anticipated Issues in 2021 and Beyond|