Register early to be included in the Registration List!

Featured Session: Fundamentals Program - Retirement Benefits Drafting Workshop
Natalie B. Choate

Your Life Preserver! The Retirement Benefits Drafting Immersion Workshop
Stay afloat and learn: How to draft beneficiary designations and trusts-to-be-named as beneficiary, including pecuniary, fractional, and formula clauses, marital deduction, trust accounting, charitable bequests, disclaimers, conduit and other “see-through” trusts. When to use a separate trust for benefits. Includes forms, checklists, trust-testing questionnaire, and how to communicate with plan administrators.

Fundamentals Program, Thursday, January 28th
(2:00 p.m. – 5:20 p.m.)


Exhibitor & Sponsor Information
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For information on becoming an exhibitor or sponsor please contact

Chad Hill at 305-284-3179 or chill@law.miami.edu.

 

The Heckerling Institute on Estate Planning Gratefully Acknowledges the Support of our Platinum Sponsors

 

GCSL

 

BNY Mellon

 

Brown Brothers Harriman

 

Lexis Nexis

 

US Trust

 

Aris

 

Southpac



 


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