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HEKB Attorneys Joshua Caswell and Leigh Furtado will be presenting a CLE program at the RI Bar Association on Tuesday, March 12, 2019.

Posted January, 31 2019 | Providence, RI

The seminar, entitled, Trust Us: Key Drafting Considerations and Ideas for Modern Wills and Trusts.

This seminar will help planners answer the age-old question, "Do I need a trust?" by analyzing the differences between wills and trusts and reviewing situations that warrant the use of each.

The program will also feature a discussion of key provisions for both wills and trusts, and the tax planning opportunities available to the savvy estate planner. In the process, the speakers will discuss several options for structuring modern wills and trusts, as well as potential pitfalls to avoid. Also available as a live webcast.  1.5 credits in addition to 0.5 ethics.