The Most Common Issues Planners Encounter When Reviewing Wills and Trusts

Date: Wednesday, February 12, 2014
Time: 5:45 PM - 8:45pm
Location: Giovanni's II, Darien, CT
Speaker: Lisa Hutter, JD, LLM, Regional Wealth Planning Manager (Northeast Region), Wells Fargo Private Bank

We are pleased to announce that Lisa Bianculli Hutter, JD, LLM, Senior Vice President, Regional Wealth Planning Manager (Northeast Region), Wells Fargo Private Bank, will be our guest speaker on the subject of The Most Common Issues Planners Encounter When Reviewing Wills and Trusts at our February 12th Dinner Meeting at Giovanni’s II in Darien. Cash bar and cocktails will begin at 5:45 p.m., followed by dinner promptly at 6:30 p.m., speaker at 7:30 p.m., and we anticipate an end to the meeting between 8:30 p.m. and 8:45 p.m.

This one hour presentation will address the most common issues planners encounter when reviewing wills and estates: Fiduciary Issues (trustee appointments, functional offices), Tax Specific Issues (grantor trusts, income, estate and generation skipping transfer tax), Special Assets (artwork, life insurance), and Administration Issues (flexibility, construction and interpretation, tangible  distributions). Presentation will also include a comprehensive case study based on a true story of the estate and Last Will and Testament of a well-known public figure. The case study will review in-depth the issues with the Last Will and Testament and provide potential solutions to resolve these issues.

This program has been accepted by CFP Board of Standards for one (2) hour of Continuing Education Credit. 

Please click on the link below for complete program and registration details.

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