Meg Lodise Presents at 53rd Annual Heckerling Institute on Estate Planning

Partner Meg Lodise is co-presenting “Preparing for the Unexpected: Designing and Drafting Estate Plans That Can Withstand the Heat!” at the 53rd Annual Heckerling Institute on Estate Planning.

Like an architect who designs a building to withstand unexpected disasters, estate planners must anticipate potential changes in the lives of settlors and beneficiaries in: (1) the planning process, or blueprint, that incorporates the client’s goals but also considers flexibility; (2) the drafting, or construction, of the documents; and (3) unexpected litigation that could reduce the plan to rubble. Panelists will discuss planning for future incapacity or disability, durable powers of attorney, trust protectors, and guardians or conservators.

The Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors.

The conference will take place in Orlando from January 14-18, 2019.