0       0

AICPA ENGAGE 2019


EST1905 - Communicating the Estate Plan


Jun 10, 2019 11:15am ‐ Jun 10, 2019 12:05pm

Standard: $49.00

Description

It used to be sufficient to check beneficiary designations and titling of assets were consistent with the estate planning documents. With longer lives and the demand for more open communication from younger generations, communicating the estate plan is now essential. We will provide tips for having a successful meeting, what to disclose and how best to communicate the plan.

Learning Objectives:

  1. Understand the importance of communicating the estate plan for family harmony.
  2. Learn some ideas for effectively communicating the plan.

Speaker(s):

  • Lisa R. Featherngill, CPA, PFS, Head of Legacy and Wealth Planning, Abbot Downing
  • Amy Jucoski, CFP, Managing Director, Legacy and Wealth Planning, Abbot Downing, Wells Fargo

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content