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PROGRAM INFORMATION
Do you create impressive estate
plans that negatively impact your clients' control,
cash flow and financial statements? Are you trained to
understand the dynamics of basic family
psychology?
A client and their family are
likely to judge the ultimate success of an estate plan
based on personal concerns, not the legal and tax
merits. A technically flawless plan may fail to
achieve a client's goals if the planner does not
consider family dynamics, client tendencies, and other
non-tax, non-legal factors. Deciding on the techniques
to recommend and provisions to draft requires
considering more than the technical aspects of a plan,
which estate planners may tend to overlook. Proper
consideration of these non-legal, non-tax factors can
help planners reduce serious potential problems,
including future estate disputes, IRS audits, client
complaints, and disputes with the client's other
advisors.
Join us as our panel discusses 25
factors to consider and how being aware of the unique
personal, family and business issues each client
presents can lead to a better result for everyone
involved.
OUR EXPERTS
- Avi Z. Kestenbaum,
Esq., Meltzer, Lippe, Goldstein &
Breitstone, LLP, Adjunct Tax Professor at Hofstra
University School of Law and the Baruch College MBA
Program, Mineola, NY
- Marvin Blum,
Esq., The Blum Firm, P.C., Fort
Worth, TX
- Al W. King III, JD,
LLM, South Dakota Trust Company
LLC, New York, NY
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