Partner Stephanie Perry participated as a speaker at the Mid-Atlantic Regional ACTEC meeting, where she and other panelists addressed “Planning to Avoid Conflict in Blended Families,” which included a discussion of (i) choosing independent fiduciaries, (ii) prioritizing the balancing of conflicting interests over tax efficiency, (iii) using no-contest clauses, and (iv) planning for what happens when the family patriarch/matriarch becomes vulnerable.
