COLUMBIA, S.C.—Laurel R.S. Blair, Esq. spoke on “Strategic Planning in Anticipation of Controversy” issues at a presentation to the Columbia Estate Planning Council on May 8, 2018. The presentation took place at the Palmetto Club in Columbia.
Laurel addressed the Columbia Estate Planning Council on “Strategic Planning in Anticipation of Controversy” issues, exploring proactive drafting and other options at the estate planning stage and afterwards, in order to facilitate effective estate and trust administration when controversy and litigation arise. Strategic options discussed included penalty (in terroram) clauses, designation of neutral corporate fiduciary to neutralize perceived bias, digital assets fiduciary access/administration provisions, defensive amendments/restatements, pre and post-marital agreements, alternative dispute resolution provisions, strategic non-probate asset transfers to isolate anticipated controversy, drafting to avoid divorce court treatment of trusts as marital assets, and best practices.
Laurel is a strategic advisor and litigator with over 20 years of experience counseling professional corporate fiduciaries. She is based on the firm’s Charleston, S.C. office.