42nd Annual Attorney/Trust Officer Liaison Conference

The 42nd Annual Attorney/Trust Officer Liaison Conference is a specialized event organized by Greenberg Traurig LLP, a prominent international law firm. Held on April 16, 2024, at The Breakers in Palm Beach, Florida, the conference serves as a platform for attorneys and trust officers to collaborate and discuss pertinent issues in estate planning and trust administration.

A key session at the conference was presented by Diana S.C. Zeydel, a Shareholder and Global Chair of Greenberg Traurig's Private Wealth Services Practice. Her presentation, titled "Decanting 2.0 – GST Issues, Issues with Decanting, What Have We Learned, Identifying Land Mines," focused on advanced topics in trust decanting, including Generation-Skipping Transfer (GST) tax considerations and common pitfalls in the decanting process.

The conference provided attendees with opportunities to engage in discussions on complex trust and estate planning topics, fostering collaboration between legal professionals and trust officers. While specific details about additional sessions, networking events, or notable speakers are not available, such conferences typically include various presentations and networking opportunities to enhance professional development.

This event is particularly beneficial for attorneys and trust officers involved in estate planning and trust administration, offering insights into advanced trust strategies and the latest developments in the field.