This presentation will review common planning practices that could later lead to family discord or even litigation and the proactive steps one can take to reduce these outcomes.
Learning objectives:
• To identify those circumstances that bring greater risk of conflict or litigation
• To identify best practices to help mitigate the risk of future conflict or litigation
• To provide resources for advisors who want to take proactive steps to minimize future conflict and litigation
You must be logged in and own this session in order to post comments.
