Meeting Materials

Session 1: Having the Mettle to Settle: How To Steer Trust and Estate Controversies to Conclusion

The panelists will address the special challenges involved in settling trust and estate controversies, key tax considerations to keep in mind when resolving disputes, and the importance of making sure all interested parties are bound. They will offer specific tips for drafting settlement agreements.

Speakers: David C. Blickenstaff, Philip C. Corbo, Cynthia Lamar-Hart (Materials Only), Margaret E.W. Sager