Communicating the Wealth Plan: How, When and Why to Lift the Veil on Your Estate Plan

    Communicating the Wealth Plan:  How, When and Why to Lift the Veil on Your Estate Plan
    CLE 90 min

    Communicating the Wealth Plan: How, When and Why to Lift the Veil on Your Estate Plan

    Drafting the wealth plan is often just the beginning of the process; in order to create a successful wealth transfer, it is imperative to communicate with your beneficiaries and fiduciaries in a timely and appropriate manner.  Lack of communication can lead to breakdown in family dynamics as well as potential litigation.  This program will discuss:

    • How and when to handle conversations about the wealth plan, including blended family issues
    • How to engage the next generation in a meaningful and productive way
    • Through what emotional and psychological ways does transferring wealth communicates family values
    • When does a failure of communication lead to litigation
    $175
    NON-MEMBERS
    $150
    MEMBERS
    $95
    SECTION MEMBERS
    *Additional discounts may apply at checkout

    Log In to view your rate

    Communicating the Wealth Plan: How, When and Why to Lift the Veil on Your Estate Plan

    Product Details

    Panelists

    Gerard G Brew, Jaclyn Gail Feffer, Jill Shipley, Laura Mary Twomey

    Sponsors

    Section of Real Property, Trust and Estate Law

    Page Count

    55

    Product Code

    5431084OLC

    Duration

    90

    Publication Date

    6/19/2018 12:00:00 AM

    Related Products

    Related Events