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PFP1812
Mom Liked You Best: Common Reasons Why Estate Plans Fail
Date
June 11, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2018)
This includes sessions from AICPA ENGAGE 2018:
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
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
Marve Ann Alaimo, JD, LL.M. (Estate Planning)
Partner, Porter Wright Morris &Arthur LLP
General
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