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Section on Trusts & Estates AALS Panel in DC Jan 5: Strategic Use of Trusts for Wealth Preservation

January 4, 2024

The Section on Trusts and Estates of the American Association of Law Schools hosts a panel tomorrow in DC entitled: The Strategic Use of Trusts for Wealth Preservation

The Moderator is me Philip T. Hackney, University of Pittsburgh School of Law

The Speakers include Naomi R. Cahn, University of Virginia School of Law, Thomas P. Gallanis, Antonin Scalia Law School at George Mason University, Deborah S. Gordon, Drexel University Thomas R. Kline School of Law, Lynne Marie Kohm, Regent University School of Law, Peyton Nicole Farley, Judicial Law Clerk to the Honorable Doris Henderson Causey, Court of Appeals of Virginia,  Natalie M. Lynner, Drake University Law School and Allison Tait, The University of Richmond School of Law

The program is described as follows: “Trusts can be strategically utilized to achieve different objectives, including asset protection, tax planning, succession planning, philanthropic endeavors, and commercial transactions. Use of trusts to guard and protect wealth has resulted in ever-evolving uses of the vehicle, with an increased desire to cloak trusts with a veil of secrecy. This panel considers wealth preservation generally, and other topics related to the strategic uses of trusts, including asset protection trusts, offshore trusts, jurisdictional considerations, and asset protection strategies.”

A business meeting will take place at the conclusion of the program.

Philip Hackney