Learn how to use necessary safeguards to effectively draft documents that disinherit family members.
Drafting estate planning documents that severely curtail a family member’s interest in an estate or trust or fully disinherits a family member is a balancing act. The family member(s) affected usually will contest these provisions, especially if they were not aware that they were treated differently than anticipated. Family members typically affected are spouses and children where the emotional impact of such provisions can be quite high. This topic seeks to demonstrate how to approach the drafting of disinheritance or limitation provisions while also seeking to mitigate litigation risk.
Agenda
Faculty
Philip J. Tortorich
Actuate Law LLC
- Head of Actuate Law LLC’s private client services practice
- Founding member of Actuate Law, LLC; former partner at Katten Muchin Rosenman, LLP
- Over 25 years of experience in trusts and estates law
- Practice focuses in the areas of tax and estate planning matters, primarily representing ultra-high net worth individuals, and their closely-held corporate groups and family offices (single and multi-family)
- Has worked in the captive insurance space for more than a decade and is one of only a few attorneys who handle both the income tax and estate and gift tax aspects of captive insurance programs for closely held middle market businesses
- J.D. degree, Loyola University Chicago School of Law; B.A. degree, Loyola University Chicago
- Can be contacted at 312-579-3129 or [email protected]
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