Friday, July 31, 2015
The American Bar Association is presenting a CLE entitled, Estate Planning: What You Need to Know Personally and Professionally, Wednesday August 5, 2015, 1:00-2:30pm Eastern, online. Here is why you should attend:
No matter how large or modest the estate, everyone needs a good plan in advance. Unfortunately, we can’t predict accidents, illness, or how long we will live. Good estate planning involves providing critical guidance and peace of mind for your clients. Join our experienced panel as they provide valuable advice on preserving the maximum amount of wealth possible.
Topics will include:
- The basic nuts-and-bolts of an estate plan
- Strategies for wealth preservation and gifting
- Dealing with multiple representation and conflicts issues
- Managing fiduciary responsibilities