Managing Family Dynamics in Estate Planning and Trust Administration

On September 13, 2018, I am pleased to be presenting, along with Julie Min Chayet of U.S. Trust, to the Probate and Estates Committee of the Fairfield County Bar Association in Stamford, CT. Our topic concerns a perennial challenge to attorneys: “Managing Family Dynamics in Estate Planning and Trust Administration”. The presentation has been approved for CLE credits in New York State and Connecticut.

We will tackle this challenge with some practical ideas for both new and experienced attorneys — and we are likely to have some good contributions from the audience. More information is available through the bar association website. We look forward to an informative and engaging discussion!


As a follow-up: Julie and I presented to a full house, and fielded some insightful questions.

Here we are, after the event:

Posted in Dovetail News, Family Wealth Mediation, Tuesday, September 11th, 2018

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