2013 Summer Estate Planning Forum
Description: Our attorneys will discuss what they consider the most significant estate planning developments since our previous Forum.

The second portion of the program will address common mistakes in estate planning. The vast majority of estate plans fail to properly address at least one important estate planning goal of their clients. Such failure typically does not result from a mistake in drafting, although drafting errors are an occasional occurrence. More typically, they result from: lack of sophistication and knowledge by practitioners regarding such goals and their underlying issues or the means of addressing them; insufficient time devoted by practitioners with their clients to ascertain such goals, address “what if” situations and follow up on titling matters; or simply a lack of clarity, comprehensiveness and flexibility in provisions of estate planning documents which in turn often results from inadequacies in standard provisions in practitioners’ internal form systems used to generate estate planning instruments. Following the death or disability of a client, such failures frequently result in much higher administrative costs and taxes, litigation, a distortion in the intended disposition or management of the client’s estate, unnecessary exposure of such estate to third party claims, loss of government benefits, and irreconcilable acrimony among family members.

Our attorneys will bring such goals and their underlying issues together under a “macro” global umbrella. By so addressing them under the banner of “estate planning mistakes,” a goal-oriented “checklist” is provided which can be used in evaluating the efficacy of a given estate plan in achieving the client’s estate planning goals along with a summary discussion of the potential attendant adverse consequences of a failure to do so. In addition, as some of these “mistakes” can result in litigation, as part of such discussion Jay Fowler will address them from a litigator’s perspective.

Location

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2013 HR Box Lunch Series
Description: Foulston Siefkin will be hosting seven lunchtime workshops for HR Professionals at our offices in the Waterfront. Each session will address HR issues that are important and relevant to businesses.

Wage & Hour and Wage Payment Issues – July 17, 2013

OSHA Compliance – July 31, 2013

Lessons From a Plaintiff - August 13, 2013

Non-Competes and Other Restrictive Covenants - September 11, 2013

Health Care Reform Update - October 16, 2013

When Government Agencies Investigate - October 24, 2013

Accommodations and the ADA - November 19, 2013

Location

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