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Talking About Wealth Transfer Plans: Practical Strategies to Avoid Disputes Among Beneficiaries

March 26, 2019 @ 12:00 pm - 1:00 pm

Transferring wealth often unearths long-deferred issues that may complicate or even subvert the best laid trust and estate plan. Heirs may have expectations about their inheritance that are unrealistic. Certain children may expect to take control of a family business. There are often interpersonal resentments or animosities among heirs, children of different marriages. Sometimes, too, there are children from a relationship that were previously unknown.  These and many other issues need to be identified and discussed before plans are formulated and documents drafted.  But they raising these issues is a very delicate business which sometimes takes lawyers to the edge of their comfort zone. This program will provide you a practical guide to raising these issues and counseling clients about the legal issues involved.

Handout Materials will be emailed to you prior to the seminar

1.0 MCLE Credit Hours


• Communicating wealth transfer plans before the death of a client
• When to have those conversations – timing is everything
• How to broach uncomfortable topics and unpopular choices with beneficiaries
• Anticipating visceral reactions and strategies to avoid estrangement and dispute
• How trustee choices may impact beneficiary reactions
• Talking about the real risks of costly, protracted and potentially ruinous litigation


Daniel L. Daniels,  Wiggin and Dana, LLP – Greenwich, Connecticut

 Steven B. Malech, Wiggin and Dana, LLP – New York City