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Hot Topics for Private Clients and Family Offices from 2025 Heckerling Institute on Estate Planning – Part One

As is our tradition each January, several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates...more

Should I Use a Professional Advisor as My Trustee?

Selecting the person or institution who will act as your trustee is one of the most important decisions you and your family members will make. For the task of managing your trust, it is natural to want to choose a family...more

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