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Complex Assets in Estate Planning Cheap

Original price was: $439.00.Current price is: $219.50.
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16 - 23 Mar, 2025
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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.

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