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.
2022 Program and Schedule
Friday, July 29, 2022 starting at 12pm PT
Please note that the schedule below is listed in Pacific Time.
CLE credit will not be offered during this Institute.
|12:00pm-1:30pm||Joint Luncheon with Family Law Institute
Welcome and Introductions
Emerging Trends in Estate Planning
Sources of Litigation and Litigation Trends
Client Tax and Estate Planning Opportunities and Anticipated Issues in 2022 and Beyond