Description

Skip the basics and delve straight into the assessment, management, and transfer of complex assets in estate planning. Seasoned attorney faculty will impart their wisdom and hard-won methods for tax efficiencies, asset protection, and minimizing disputes. Gain asset-specific approaches and troubleshooting tactics – register today!

• Hear the latest on fiduciary access to digital assets and learn how to plan for other intangibles.
• Plot business owners exit without devaluing business assets.
• Make the best use of private foundations and other charitable vehicles for building a legacy.
• Troubleshoot multi-generational and blended family planning approaches.
• Plan for retirement accounts in the post-SECURE Act world.