Name
SEMINAR 04
Date & Time
Saturday, April 17, 2021, 10:45 AM - 12:15 PM
Description
ESTATE PLANNING
Description
Estate Planning for Your High Net Worth & Complex Clients
- What happens when your client’s need is ‘beyond the basic Will’?
- Ten ‘red flag’ facts including: private companies; non-resident status; large probate fees; family conflict; disability; unequal inheritances; … and more.
- As their trusted advisor, you can ‘flag’ their risks - and help them find solutions.
Speakers
Location Name
ZOOM
Credits
1