Chicago Bar Association Trust Law Committee – Ethics in Estate Planning

Partner Stuart Kohn will present at the CBA’s Ethics in Estate Planning and Administration CLE program. Topics will include: The Estate Planning Attorney’s duty to communicate effectively with client’s; Establishing the Client’s “Intent” (when and how to go beyond the “four corners” of the estate plan document if necessary); The Use of Creditor Protection Techniques (including offshore trusts); International Estate Planning-relinquishment of U.S citizenship and the proposed tax on recipients of assets from an expatriated decedent; and ethical Aspects of Trust and Estate Administration