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Wills, Trusts & Successions



               

       Rose S. Sher, Co-Chair                               Eric M. Schorr, Co-Chair
 


Upcoming Events:

 

"Ethical Guidelines for Non-Sales Professionals" 
{1 Hour CLE}
 


 

Join the Wills, Trusts and Successions committee as Paula French and Gabrielle Benedetto discuss ethical methods for marketing your expertise and making the public aware of the need for professional estate planning.



Speakers:
Paula French, Search Influence 
Gabrielle Benedetto, Search Influence 

Date:
Wednesday, September 12, 2018

Time:
Noon - 1 p.m.

Location:
NOBA Office
650 Poydras Street, Suite 1505
New Orleans, LA 70130

CLE:
1 hour of ethics CLE credit

Cost:
NOBA Member Discount: 35 (includes lunch)
Non-member Price: $55 (includes lunch)
*All credit card transactions will be charged a 3% convenience fee.

Registration:

  1. Contact NOBA at (504) 525-7453 or
  2. Email Liz Daino
  3. Mail payment to the NOBA Office, 650 Poydras Street, Suite 1505, New Orleans, LA 70130
  4. NOBA members can pay online by clicking here
    *Please note: we take everything but American Express

Please note our updated cancellation policy:
Payment is expected before the start of programs in order to attend. Cancellations must be received in writing two days in advance in order to receive a refund. No shows are not eligible for refunds and will be charged for the program, plus an administrative billing fee.


 

Committee Blog Posts:

October 2017: Law Institute Addressed Privacy Concerns with Change to Law on Filing Descriptive Lists


Recent Events:

On May 11, 2017, Eric Schorr, Todd M. Villarrubia, Laura E. Fine, and Susan J. Burkenstock presented a CLE on "Billing for Estate Planning and Successions."

June 22nd, panelists Carole Cukell Neff, Chris Kane and Julie Stymest presented "The Pros and Cons of Probate Avoidance" CLE.

On May 17th, Max Nathan, Jr., presented "Problems in the Law of Successions and Proposed Resolutions" CLE.

On September 11, 2014, Max Nathan, Jr., Sessions, Fishman, Nathan & Israel, LLC presented Report from the Law Institute - What is Being Submitted to the Legislature on Successions, Donations and Wills.

On May 8, 2014, Laura Walker Plunkett spoke at a CLE about the Current Status of Estate Planning for LGBT and Unmarried Clients.

A Committee Breakfast Meeting was held on February 13, 2014, about A View from the CDC Bench with Judge Robin Giarrusso.