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Events / 321 Plymouth Ct., Chicago, IL

Chicago Bar Association Trust Law Committee – Ethics in Estate Planning

Event Date

March 12, 2009

Read Time

less than 1 minute


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

Filed under: Trusts & Estates

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