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Short-sighted estate planning can have unintended consequences; you need to consider the bigger picture with regard to probate, naming beneficiaries and setting up trusts.
Peter Wouters will cover estate planning issues with a focus on investments. He will use case studies - many from the courts - to highlight strategies and pitfalls where beneficiary designations may be overridden. He will also show how to successfully structure your conversations with other professionals through the planning and review processes..
- Date: September 24, 2020
- Time: 12:00 p.m. to 1:30 p.m. ET
- CE credits: Eligible.
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