Please click on the session topic to download the materials:
Monday, November 6, 2023
Precursor Session: Helping Families Get Unstuck – It’s Never About What It’s About
1:30 - 3:00 pm Three’s Company, Too: Just How Many Parents, Spouses and Children Can You Have?
3:30 - 5:00 pm Teasing Out Co-Mingled Property: What is Community and What is Separate?
Tuesday, November 7, 2023
9:30 - 11:00 am The Intersection of an Incompetent Beneficiary, a Depleting Business Asset, a Probable Large Estate Tax, and Family Disfunction
11:00 am - 12:00 pm A House for Her, a Business for Him, and Those Kids Need an Education: Sorting Out Asset Classes and Investment Allocations Among Different Family Beneficiaries
1:00 - 2:00 pm Expanding the Family System Framework: Professional Advisors as Integral Players in the Family System When Addiction and/or Behavioral Health Issues Are Present
2:00 - 3:00 pm Special Needs Trusts for Persons with Disabilities and Chemical Dependence
3:30 - 4:30 pm Advanced Planning Strategies for Blended Families
Wednesday, November 8, 2023
9:30 - 10:20 am Business Interests, Trusts, and Divorces: Fiduciary Considerations
10:30 - 11:20 am Legal Requirements and Enforcements of Settlement Agreements
11:30 - 12:20 pm Trying to Keep the Whole Family in the Circus Tent: Inter and Intra-Generational Conflicts: The Use of the Omnibus Conflict Waiver and Anticipating the Incapacity of the Matriarch/Patriarch