AICPA ENGAGE 2018

PFP1812 - Mom Liked You Best: Common Reasons Why Estate Plans Fail

Jun 11, 2018 3:30pm ‐ Jun 11, 2018 4:20pm

Standard: $49.00

Description

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

Speaker(s):

  • Marve Ann Alaimo, JD, LL.M. (Taxation), Partner, Porter Wright Morris & Arthur LLP
Tags: PFP

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