For an estate plan to work, the plan must be properly funded. In this course, you will learn the thought processes, practical challenges, and solutions to ensure that a client's plan is well-funded. Specifically, we will discuss identifying assets, determining what assets should and should not be funded into a trust, how to deal with…
Brad J. Richter, Esq. · Wendy Wolff Herbert, Esq. · Adam K. Sherman, Esq. · Scott M. Sambur, Esq. · Norman Lencz, Esq. · Richard H. Greenberg, Esq. · Sharon L. Klein · George D. Karibjanian, Esq. · Jerome M. Hesch, Esq. · Douglas L. Siegler, Esq. · Joseph P. Scorese · Paulina Mejia, Esq. · Eduardo S. Chung, Esq. · Timothy Evans, Esq. · N. Todd Angkatavanich
Fried, Frank, Harris, Shriver & Jacobson LLP
Mitchell Drossman, Esq. · Margaret St. John Meehan, Esq. · Catherine Grevers · Brad Dillon · Michael S. Schwartz · Joseph P. Scorese, Esq. · Sean R. Weissbart · Stacia Kroetz · Loretta A. Ippolito · John M. Olivieri, Esq. · Timothy M. Ferges, Esq. · Brian Conboy, Esq. · Jack F. Meola, CPA, Esq. · Amy C. O’Hara, Esq. · Brian L. Miller, Esq. · Michelle Orlowski · Theresa Kraker McGinley, Esq. · Marl Taccetta
Wealth Planning Strategies Group, U.S.