On Thursday, March 31, 2022, AGG Private Wealth partner Suzanne Tucker Plybon will speak at the University of Miami School of Law Heckerling Institute on Estate Planning on “How to Marry a Millionaire (And Where to Live While You’re Married) — A Practical Discussion of How Elective Share and Other Testamentary Restrictions Can Impact Estate Planning.”
Elective share laws and other testamentary restrictions pose significant challenges — especially when multiple jurisdictions are involved. Suzanne, along with fellow panelists, will aid attendees in understanding how spousal inheritance protections and proper planning can lessen the impact of these restrictions, help avoid ethical potholes, improve tax and non-tax outcomes, and maximize clients’ freedom to dispose of assets.
This year’s virtual program will be held from March 28-April 1 and covers topics relevant to attorneys, trust officers, accountants, charitable giving professionals, elder law specialists, wealth management professionals, and nonprofit advisors.
To learn more and register, please click here.