As a financial advisor, you often encounter certain estate-planning issues that you need to understand to achieve the best wealth plan for your clients. To best serve your clients, it helps to know the basics of estate planning as well as what new developments are on the horizon. And wouldn’t it be great to have your questions answered by legal experts in the field?
You’re in luck. Our three panelists, members of the Trusts & Estates editorial advisory board, will give a brief update on the issues estate planners are talking about and then answer your questions on any estate-planning topic. They’ll answer your pre-submitted questions first (be sure to include them when you register) and then turn to questions submitted by attendees during the webinar.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.
James I. Dougherty
Dungey Dougherty PLLC
Lipson Neilson, P.C.