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Meeting Materials

What’s a Lawyer to Do? Professional Responsibility Challenges of Representing Clients with Diminished Capacity

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“The Personality Driven Approach to Dispute Resolution”

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“No Thanks, I’m Good. Planning with Disclaimers.”

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Dangers Lurking in Our Governing Documents: Provisions Targeted by the IRS in the Context of Birmingham, AL Estate Planning

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Planning for the “Middle Rich”

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Recent Federal Wealth Transfer Tax Developments

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Life Insurance Settlements and Valuation

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Planning with QTIP Trusts

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2025 Southeast Regional Meeting

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Drawing the Line – Identifying the Client and Untangling Ethical Knots in Estate Planning

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