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

In our previous blog post on the 2025 Heckerling Institute on Estate Planning, we highlighted the concept of purpose trusts, a conference topic involving unique planning and charitable opportunities. In this second post of...more

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

Do the Young Adults in Your Family Have Estate Planning Documents?

This week is National Estate Planning Awareness Week, which is designated by Congress to educate people about the importance of estate planning. Additionally, it serves as a nice annual reminder to review your estate planning...more

Estate Planning for Millennials and Gen Zers

Quick quiz – What do Michael Jackson, Prince, Heath Ledger, Amy Winehouse, Chadwick Boseman and Avicii have in common? Yes, they are all famous people who died unexpectedly at a fairly young age, but they have something else...more

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