Trust & Estate Planning for Religious and Philosophical Beliefs - Audio Webcast

When:  Feb 19, 2019
 
February 2019
   
Tuesday, February 19, 2019  
   
Trust & Estate Planning for Religious and Philosophical Beliefs  
 
Topics to be covered:
- Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans
- Counseling clients about what can be practically achieved and the limitations of law
- Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation
- Practical guidance on drafting underlying legal or supplementary documents – and common traps
 
Faculty: John A. Warnick, Purposeful Planning Institute, Denver, Colorado
 
 

Location

Webcasts - live from your computer
Denver, CO