Elville and Associates Presents: The Advisors’ Forum – 2023 Annual Estate Planning Update

Join us for this interactive webinar presentation as Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville shares his thoughts and insights on estate planning for 2023 after returning from the nation’s leading annual estate planning conference in Orlando. During this one-hour session, Steve will discuss the hot topics and issues that are top of mind right now for estate, financial, and tax planning professionals.

Learning Objectives include:

To provide attendees with an understanding of the general scope of estate and tax planning concerns in the U.S. at the beginning of 2023;

To ground attendees in a fundamental understanding of spousal marital deduction planning;

To give attendees a basic overview of elder law planning concerns for early 2023;

To provide attendees with an overview of recent asset protection options;

To gain an understanding of the latest SECURE Act changes and estate planning for retirement plan assets;

and

To educate attendees about the continuing importance of flexibility in estate plans, powers of attorney, advance medical directives, and special needs plans.

More Webinars from Elville and Associates

The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.

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