49th Annual Heckerling Institute on Estate Planning

Joshua S. Rubenstein, national head of the Trusts and Estates practice, will co-present “Family Governance: Mumbo Jumbo or Credo?” at 2:00 p.m. on Thursday, January 15. The session will address how some practitioners tend to dismiss family governance issues as being pablum (as opposed to being a topic for sober consideration), while others assume it is only relevant to the ultra-wealthy. Josh will consider the nuts and bolts of family governance issues for all clients, not just the ultra-wealthy, including preparing one’s family for wealth and considerations behind selecting a trustee to implement the family plan.

Josh also will present “Planning for Life After Death: Laws of Succession vs. The New Biology” at 9:50 a.m. on Friday, January 16. This session will examine the ability to control burial and the disposition of body parts, the posthumous use of genetic material, inheritance by posthumously procreated individuals, and exhumation for the purpose of genetic testing. It also will offer practical suggestions concerning what can be done to address the fact that medical science now permits the class of one’s children not to be closed by one’s death.

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