Lawyers
Personal representation partner Alan Halperin delivered a presentation, “Selected Subchapter J Subjects: From the Plumbing to the Planning, Preventing Pitfalls with Potential Payoffs,” to the Heckerling Institute of Estate Planning, the nation’s premier conference for estate planning professionals. The presentation provided an overview of Subchapter J, including the rules related to grantor trusts and non-grantor trusts, and addressed potential pitfalls and planning opportunities.
