"WILLS & TRUSTS" - FREE SEMINAR
Saturday, February 28 at 10:00 a.m.
Nicholeen “Nikki” DePersis - a partner with a trusts and estates law firm - will present an overview of the foundational estate planning documents every person should consider having in place.
The presentation will focus on answering four main questions:
What are “foundational” estate planning documents and why do you need them? The presentation will provide descriptions of the foundational documents, including wills, trusts, powers of attorney, and advance medical directives - and the purpose for each of these documents.
Do young adults need estate planning documents? Information will be provided regarding the documents parents and adult children should consider preparing when a child turns 18 years of age.
What if the documents don’t get prepared? Despite all the best planning sometimes estate planning documents are not implemented, information will be provided regarding how decisions are made in the event of incapacity and upon death in the absence of estate planning documents.
How can you give money to your family during your lifetime? The presentation will conclude with a brief discussion of options for transferring assets during lifetime and taking advantage of the annual exclusion.
About the Presenter
Nicholeen (“Nikki”) DePersis is a partner at Franklin Karibjanian Law & DePersis PLLC, a boutique trusts and estates law firm with offices in Washington, DC; Boca Raton, Florida; and Naples, Florida.
Nikki focuses her practice on estate planning and trusts and estates administration. Nikki advises clients with estates of varying sizes and complexities. She works with clients to address both family estate planning goals and business succession planning.
Additionally, Nikki has experience drafting nuptial agreements and preparing estate planning documents to comply with existing nuptial agreements. Recognizing that estate planning documents often span generations, Nikki often works with clients to implement non-judicial settlement agreements and trust reformations to update and modify plans as necessary.
Nikki has a particular interest in charitable giving and incorporating charitable giving in estate planning.
