Speaking Engagements

Reviewing Estate Planning Documents and Fixing Old Trusts

Attorneys Amy Marinkovski and Badri Yono Jr. will be presenting the following National Business Institute (NBI) Continuing Legal Education session “Reviewing Estate Planning Documents and Fixing Old Trusts” on Wednesday, November 18, from 2:30-3:15 PM.

Topics discussed will include:

  • Stock Language to Look Out For
  • Old Tax Formulas and Planning Methods to Reassess
  • Document Execution and Funding Mistakes
  • Trust Modification and Decanting
  • Non-Judicial Settlement Agreements (NJSAs) and Other Avenues for Making Changes
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