*CLE credits may be available*
We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Some of today’s clients adhere to values and live in ways not commonly recognized or understood in society just a few decades ago. Estate planning for these clients may involve considerations and require approaches that are unique relative to our experience with “traditional” or older clients. We’ll explore the following:
PLEASE NOTE:This is a virtual event, a link to the teleconference and program materials will be emailed to you before the teleconference. Recordings of each teleconference will no longer be available.
