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HEK Attorneys Joshua Caswell and Leigh Furtado presented a CLE program at the RI Bar Association on Tuesday, March 12, 2019.

Posted March, 28 2019 | Providence, RI

The seminar, entitled, Trust Us: Key Drafting Considerations and Ideas for Modern Wills and Trusts.

This seminar helped planners answer the age-old question, "Do I need a trust?" by analyzing the differences between wills and trusts and reviewing situations that warrant the use of each.

The program also featured a discussion of key provisions for both wills and trusts, and the tax planning opportunities available to the savvy estate planner. In the process, the speakers discussed several options for structuring modern wills and trusts, as well as potential pitfalls to avoid. Also was available as a live webcast.  1.5 credits in addition to 0.5 ethics.