Moses & Singer LLP

Playing the Disclaim Game: Accessing Optionality in Planning and Problem-Solving

53rd Annual Heckerling Institute on Estate Planning Conference

January 17, 2019

Daniel S. Rubin

Orlando World Center Marriott Resort and Convention Center

On January 17th Daniel S. Rubin will participate in a panel at the 53rd Annual Heckerling Institute on Estate Planning in Orlando, Florida, discussing how clients can use disclaimers to adapt their estate planning to unanticipated circumstances. The panelists will cover a variety of case studies involving tax, charitable, and asset protection planning issues to illustrate how disclaimers can attain client goals currently and solve problems when fate deals an unexpected hand.

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