EST2514. Strategic Document Review: Ensuring Compliance & Mitigating Risks

A well-structured estate plan relies on properly drafted legal documents that align with planning strategies and comply with tax regulations. This session will provide a comprehensive review of key legal documents used in common estate planning strategies, focusing on compliance with tax requirements, identification of potential tax and non-tax issues, and strategies for mitigating risks. Through in-depth discussion and case studies, we’ll explore best practices for analyzing trust agreements, entity structures, and other planning documents to ensure they achieve the intended objectives while minimizing exposure to unintended consequences.

Learning Objectives:

• Assess key legal documents.
• Interpret tax and non-tax issues.
• Evaluate risk mitigation strategies.