Current Developments Estate Planning Current Developments (September 2020)

Steve R. Akers

Sep 11, 2020
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The summary highlights major estate planning current developments for 2020, including legislative, regulatory, and case law developments.

If you would like to read more of this article, please download the PDF via the link above.

Senior Fiduciary Counsel
Steve serves as Chair of the firm’s Estate Planning Committee and works closely with clients in the Southwest Region regarding their estate and trust planning issues.
Senior Fiduciary Counsel
Ron is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues.
Associate Fiduciary Counsel
In this role, Kerri is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues.