Philip Corbo Joins on ACTEC Podcast
OLSS shareholder Philip Corbo recently joined fellow ACTEC Fellows for a podcast, “Guiding Trust and Estate Disputes to Settlement.”
Along with David Blickenstaff, Margaret Sager, and host Toni Ann Kruse, Philip discussed the importance of:
- Setting realistic, transparent expectations early in trust and estate disputes
- Ensuring full participation from all necessary parties
- Staying vigilant about the potential estate, gift, income, and generation-skipping transfer tax implications
- Carefully using virtual representation in resolving disputes
- Avoiding enforceability issues by making sure parties are aware of their right to independent counsel
Trust and estate disputes can be emotionally charged and carry a great deal of complexity. Yet when you have a clear plan of action, it’s possible to come to a fair resolution.
Listen to the podcast for strategic tips and advice on helping clients achieve a fair settlement.