Terry Franklin to Speak at 54th Annual Hawaii Tax Institute
Partner Terry Franklin is presenting “The 1846 Last Will of John Sutton: What’s New and Not So New in the World of Drafting Wills and Contest Litigation” at the 54th Annual Hawaii Tax Institute on November 8, 2017. The session will trace Mr. Franklin’s fascinating path that led to the discovery of his fourth great-grandfather’s will, and the unexpected will contest that threatened to keep his family enslaved. Mr. Franklin will discuss issues of drafting to anticipate potential problems, the Wealth Transfer Advisor as witness, and how the facts of an estate planning meeting can play out at trial. The presentation will also involve a discussion of racial division and bias, as well as LGBT bias and the parallels between racial barriers to relations and legal barriers that existed prior to the Supreme Court’s 2016 decision in Obergefell. Attendees will receive Legal Elimination of Bias Credit.
The Hawaii Tax Institute is being held November 6-9, 2017. The program is designed for attorneys, accountants, financial planners, bank and trust administrators, insurance agents, non-profit administrators, enrolled agents and others, interested in keeping abreast of the latest developments in tax and wealth transfer matters.