Nov13Fri
9:00 AM to 4:15 PM
LIVE WEBCAST
335 General Minutes, 30 Ethics Minutes
Description
Beginning with the initial client interview and an understanding of the client’s assets and objectives, experienced practitioners will walk participants through the essential decisions that shape an effective estate plan, from choosing between wills and trusts to addressing powers of attorney, advance directives, beneficiary designations, probate considerations, and the selection of fiduciaries.
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