Estate Planning for the Average Wealth Client (Seminar on Demand)
This program explores effective estate planning strategies for average wealth clients. It includes a discussion of using trusts and beneficiary designations, planning for dependent children and complex family situations, dealing with charitable gifts and unusual assets, and preparing personal directives and powers of attorney. It also provides tips for navigating risk management issues in estate planning and managing client expectations.
Running Time: 4 hours, 3 minutes
Running Date: November 2017
NOTE: LESA Library subscribers should check the Library for their special registration offer.
Login credentials will be emailed to you within 2–3 business days after purchase.