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Nikki Marie Sherwood and Christina Dawson, a partner and an of counsel, respectively, in Nutter’s Private Client Department, are featured speakers in the “Designing Practical Estate Plans Below the Tax Threshold” program the 48^th Annual UCLA Estate Planning Institute. In the session, Nikki and Christina will focus on the design and implementation of non-taxable estate plans. Aimed at practitioners advising clients whose estates fall below applicable tax thresholds, the session addresses practical planning strategies that prioritize dispositive intent, asset management, incapacity planning, and efficient administration over tax minimization. Topics include streamlined drafting approaches, beneficiary designations, trust administration considerations, and common pitfalls in “simple” estate plans to deliver effective, client-centered estate plans that balance clarity, flexibility, and ease of administration for non-taxable estates.

Event details:
Thursday, April 23, 2026
10-11:30AM