The Advisors’ Forum: Bulletproofing Estate Plans – Dealing with Long-Term Variables in Estate Planning

This Advisors’ Forum webinar presentation is designed to educate financial advisors, CPAs, insurance professionals, Aging LifeCare Managers, and others about the long-term variables in modern estate planning.  Stephen Elville, Managing Principal Attorney of Elville and Associates, P.C. will discuss recent changes in the laws that, while intended to provide significant flexibility, may in fact raise the prospect of estate plans being affected in unexpected, and possibly unintended ways – causing clients to wonder whether their goals, values, and intentions will be accomplished.  Advisors will learn how to recognize and decipher these contemporary techniques to best serve their clients and determine for themselves the good, the bad, and the ugly, including whether clients should opt out or embrace present and future trends.  Topics include:

• Trends in contemporary estate planning
• Staying abreast of change
• Maintenance and updating versus post-mortem control
• Making sense of future fiduciary succession
• Should clients opt out?
• Coming to terms with modern estate planning tools

To RSVP for the Forum and receive your personal link to attend, please click here.

One continuing education hour is available for most advisors who attend this presentation.

Should you have any questions beforehand, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117 or jeff@elvilleassociates.com.   We look forward to hosting you!

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