Seminar A: From the Old World to the New: The Burgeoning Use of Letters of Wishes in Modern Estate Planning

2025 Annual Meeting
March 20, 2025 – 8:00am – 9:30am
Palm Springs, CA

This program will delve into the origins, evolution, and growing relevance of Letters of Wishes. This session will explore the historical roots of this flexible estate planning tool internationally and its increasing application in the United States. Our panelists will discuss perspectives on how Letters of Wishes enhance estate planning strategies, promote clarity in fiduciary decision-making, and mitigate (or possibly create) potential disputes.

Speakers: Angelo M. Grasso, Patrick Francis Harney, Pamela Lucina