Saturday AM Workshop #03 Collaborative Wills and Estates: Preparing for the Wealth Transfer Tsunami

Within the next two decades the largest transfer of wealth from generation to generation in history will occur.  Collaborative interdisciplinary teams have a unique opportunity to impact this transfer while minimizing the impact on families.  This workshop will provide pragmatic tools to begin this work with a deeper understanding of both planning and post-mortem phases.

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Saturday, October 26, 2019 - 09:00 to 10:30
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