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2023 WV Estate Planning Institute- Session 1: Drafting Dispositive Provisions

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Description

Event: 2023 WV Estate Planning Institute - Session 1:Drafting Dispositive Provisions
Location: Charleston Coliseum & Convention Center, Charleston, WV 
Date: September 21, 2023
WV CLE Credit: 2.4 hours of Online/ Audio Visual credit

Recording Details:

  • Session 1: "Drafting Dispositive Provisions" with Farhad Aghdami, Esq. reviewes efficient ways in drafting dispositive provisions in wills and trusts, including per stirpes and per capita language, anti-lapse statutes, survivorship requirements, income and principal distributions, ascertainable standards, 5 x 5 powers, and powers of appointment. Tax implications will be covered, and opportunities associated with decanting and unitrust conversions will also be explored.

Presenter Bio:

Farhad Aghdami, Esq. of Williams Mullen, Richmond, VA

Farhad Aghdami is Williams Mullen's Richmond Managing Partner. He focuses his practice on wealth transfer tax planning, business succession planning, income tax planning for individuals and businesses and fiduciary litigation. He counsels a wide variety of clients, including high net worth individuals and families, middle-market business owners, institutional fiduciaries, family offices and charitable entities. Farhad has been listed (Band One) in the Chambers USA High Net Worth Guide for Private Wealth Law (2017- present).

He is listed in The Best Lawyers In America© and was named the Richmond "Tax Lawyer of the Year" in the 2015 and 2018 editions and the Richmond "Trusts and Estates Lawyer of the Year" in the 2016 and 2019 editions. In addition, Farhad has been named one of the top 50 lawyers in Richmond and one of the top 100 lawyers in Virginia by Virginia Super Lawyers (2012-2015, 2017-present). Farhad previously served as an adjunct professor at the University of Richmond School of Law and Washington & Lee's School of Law.

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