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2018-2019 WEBINAR: Talking About Wealth Transfer Plans: Practical Strategies to Avoid…

Tue, Mar 26, 2019   12:00 PM - 1:00 PM

Online, ,

Topics of Discussion: Communicating wealth transfer plans before the death of a client; When to have those conversations – timing is everything; How to broach uncomfortable topics and unpopular choices with beneficiaries; Anticipating visceral reactions and strategies to avoid estrangement and dispute; How trustee choices may impact beneficiary reactions; Talking about the real risks of costly, protracted and potentially ruinous litigation

PLEASE NOTE: For more information and to register CLICK HERE. You will be redirected to a registration page thru WebCredenza where you will register and pay. Do not click on the register online button on this page.

This webinar is NOT included in Membership Plus.

For more information about this event, please contact Alexis Teal.

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