The Atlanta Lawyer October 2014 | Page 39

SECTION UPDATE Estate Planning & Probate Section By Roger Kirschenbaum Roger Kirschenbaum, PC [email protected] T he Estate Planning and Probate Section has continued its year with several events and more to come. The Section’s August breakfast featured Nick Djuric’s presentation Facilitating Planned Giving to Charities. We thank Nick for always bringing something for us to think about when we discuss charitable planning with our clients. This was not your standard discussion of techniques for giving, but focused on those things that are important in the manner in which we connect clients to these goals. Further, Nick raised awareness of how charitable organizations can facilitate what we do by making sure their resources of information are available for directing gifts. Our September speaker, Jim Swain, gave us the first of our two-part series Why Estate Planning Attorneys Should Not Ignore Elder Law Issues. Jim walked us through his great materials on V.A. benefits issues and the numbers of clients who might be eligible for benefits, but don’t know it (or are misinformed by the V.A.). We look forward to the October 8, 2014 breakfast when we will have Daniel Munster speak regarding Medicaid Planning. Aragona Trust case, (iv) trustee fees subject to the 2% floor on deductible expenses, (v) issues of enforceability of in terrorem (no contest clauses), and (vi) the failure of domestic asset protection trusts to provide creditor protecti