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ENGAGE 2020


EST20102 - Basic Estate Planning Workshop


Jun 7, 2020 2:00pm ‐ Jun 7, 2020 5:00pm

Description

This workshop will provide a foundation in estate planning that you cannot get elsewhere. The course is geared towards individuals with less than 5-years of experience in estate planning; and individuals with more than five years of experience who would benefit from an estate planning refresher.

This workshop will:

1. Provide an opportunity to hone your skills in communication, networking and building client rapport

2. Provide an opportunity to hone your basic estate planning skills, including a review of property law concepts, transfer taxes, gifting strategies and charitable trusts.

Speaker(s):

Tags: EST
Category: All Access and Online Plus Package - Pre-Conference Workshop

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