Here are ideas that the attendees learned from Steve:
Always good to hear about estate planning--just to keep it fresh.
Estate planning is not my area, but this is the first time I've heard an argument for a couple NOT to do a joint trust but to do one for each spouse.
Excellent topic and very information.
Importance of working with an informed and effective estate planning attorney.
Living trusts may be helpful rather than just have a will.
Reminded me that it's always better to get an experienced tax attorney involved.
Rules about decanting a trust to a new trust. This may be needed by one of my clients.
That it is complicated & professional help is wise.
Update on proposed tax legislation
Utilizing intentionally defective trusts for passing businesses to family members.