The FAS offers fiduciaries and attorneys three days of continuing education programming and networking in the heart of Santa Barbara wine country.
2023 FAS Focus: Modern Family Dynamics: The Intersection of Family Law and Estate & Tax Planning
The 2023 Fiduciary Attorney Summit, co-sponsored by Strazzeri Mancini LLP, will provide attendees with the knowledge and skills needed to understand the increasingly complex nuances of family law and its effect on the design, implementation and execution of trust, estate and tax planning.
Our precursor program, available for an additional cost, will explore family dynamics and strategies for navigating often complicated intrafamily and cross-generational relationships.
Summit topics include:
Defining “spouse” and “parent” in both common and unique scenarios
Estate settlements: legal components, enforcement and trustee liabilities
Trust considerations for family members in facilities coping with special needs or substance abuse disorders
Blended family planning
Intrafamily conflicts of interest
Taxation and divorce
Registration for the Summit includes select daily meals, a welcome cocktail reception and continuing education credit.