This informative seminar crosses a broad range of topics that are vital to properly advising clients that deal with integrating trustee selection, succession planning, long-term charitable goals, and the problems that can arise when transferring family businesses to heirs. Our featured speakers will be experienced Estate-Planning Attorneys Daryl Alterwitz and Kristin Tyler. These issues are valuable to attorneys, CPAs, and anyone involved in advising client's on wealth management.
Sponsor: Gordon Silver