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Estate Planning for Guardianship and Conservatorships (teleseminar)
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Estate Planning for Guardianship and Conservatorships (teleseminar)

1 CLE hour

When: 04/15/2016
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781

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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

1 CLE hour
Use of conservatorships and guardianships in estate and trust planning is often crucial to achieving a client’s goals.  They may be used to preserve the assets and manage the affairs of an elderly client with dementia or young children with special needs or whose parents have died.  Planning for the use of guardianships or conservatorships – or adapting to their sudden necessity in the case of tragedy – is complex and involves choosing the right type of trust, choosing the right fiduciary and guardian, and coordinating planning documents to provide for the financial needs of the client involved.  Failure to coordinate the two can result in unintended and adverse practical and financial consequences for clients and beneficiaries.  This program will provide you with a practical guide to estate and trust planning when you anticipate using a guardianship or conservatorship or when one becomes suddenly necessary.

Estate and trust planning issues with guardianships and conservatorships
How conservatorships, guardianships and similar trusteeships are used in planning for the elderly and children
Counseling your clients about the appointment of guardians in certain circumstances
Planning for elderly clients with early stage (or fears of) dementia before a guardian is appointed
Planning for young or older children when appointment of a guardian is anticipated
Common and costly planning mistakes when the possibility of guardianship or conservatorship is overlooked


William Kalish
is a partner in the Tampa office of Akerman, LLP, where his practice focuses on advising individual clients and their families on their estate and trust plans, including wills, revocable trusts, irrevocable trusts, charitable trusts, private foundations, and limited partnerships. He also practices in probate administration, asset preservation, business succession planning for family-owned entities, and the division of business interests in the context of divorce.  He is a Fellow of the American College of Tax Counsel, formerly served as chair of ABA Tax Section, and has served as an Adjunct Professor of Law at Stetson Law School teaching estate planning. Mr. Kalish received his B.A. from the University of Pittsburg and his J.D. with honors from George Washington University Law School.

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