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Clinical Trials with Portability

  • Orlando World Center Marriott 8701 World Center Drive Orlando, Florida (map)

Richard will be a panelist for the workshop entitled Clinical Trials With Portability during the 48th Annual Heckerling Institute on Estate Planning in Orlando, Florida.  The panel will discuss the use of portability in various common planning scenarios, including estates below and above the applicable exclusion amount, estates with closely-held assets, and second marriages.