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Talking About Wealth Transfer Plans: Practical Strategies to Avoid Disputes Among Be - Audio Webcast
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When:
Mar 26, 2019
March
2019
Tuesday
, March 26, 2019
Talking About Wealth Transfer Plans: Practical Strategies to Avoid Disputes Among Beneficiaries
Topics to be covered:
- Communicating wealth transfer plans before the death of a client
- When to have those conversations – timing is everything
- How to broach uncomfortable topics and unpopular choices with beneficiaries
- Anticipating visceral reactions and strategies to avoid estrangement and dispute
- How trustee choices may impact beneficiary reactions
- Talking about the real risks of costly, protracted and potentially ruinous litigation
Faculty: Steven B. Malech and Daniel Daniels, Wiggin and Dana, LLP
Location
Webcasts - live from your computer
Denver, CO
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