| MCLE Credit: | 1.0 (Ethics: 0.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 1.0 Trusts and Estates (Designations Information) |
| GAL for Incapacitated Persons CE Credit: |
1.0 (GAL Information) |
| Price: | $79 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2027 |
$79.00 (or 1 Bundle Credit)
A pre-recorded streaming VIDEO replay of one session from the April 2024 webcast seminar, Conner-Zaritsky 45th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of the Virginia State Bar
How can you help families avoid the “shirtsleeves to shirtsleeves in three generations” phenomenon? Not only do advisors need to prepare the money for the family, but they also should help prepare the family for the money. This seminar presents the common characteristics of families who have successfully transferred their values—in addition to their wealth—to future generations, and will provide examples of practical, contemporary tax and estate planning techniques that have helped such families build lasting legacies.
Justin Miller, Evercore Wealth Management / San Francisco, CA
Frank A. Thomas, Frank A. Thomas, III PLC / Orange
 |  |
