0      0


ENG2220 - Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

Standard: $49.00


This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan. The discussion will include an illustration of the family’s current estate plan, potential multi-generational planning strategies, and qualitative issues to explore. The session will include smaller group break out discussions and a larger group debrief.

Learning Objectives:
  • Identify both short and long-term estate planning opportunities for clients
  • Formulate a strategy for creating holistic and multigenerational client plans


​Speaker - Virtual(s):

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