Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this webinar, Whitney O’Reilly will cover the basics of a good estate plan and review the most important clauses to include in wills and trusts, tax planning, designation of executors and trustees (including a back-up plan) minor provisions, and tax planning. She will share real-life examples of the dire consequences of not having an estate plan in place and will share tips to ensure your estate plan protects your family.
Whitney Patience O’Reilly is an attorney in the firm’s Wealth Preservation Group. With over a decade of experience, individual and institutional clients such as banks and trust companies turn to Whitney for her guidance on estate and tax planning and administration. From simple wills to complex succession plans involving myriad trusts, she finds the legal solutions that will address the clients’ needs, preserve wealth for future generations, and minimize tax consequences.