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ENGAGE 2020


UHNW Estate Planning Case Study


Jun 8, 2020 11:15am ‐ Jun 8, 2020 12:05pm

Description

This interactive session will review a case study and discuss discovery approaches, illustrating the current estate plan, potential multi-generational planning strategies and qualitative issues to explore with the clients.  Due to the limited time, we will break up into smaller groups and debrief highlights as a larger group.

Learning Objectives:
  • Apply estate planning concepts to ultra high net worth client scenario
  • Discuss qualitative aspects of planning for clients of unique wealth
  • Discuss multi-generational approach to planning for ultra high net worth clients

Speaker(s):

Tags: EST
Category: Concurrent Session (Onsite and Online)

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