CLE on Estate Planning, Asset Protection, and Elder Law

The primary goals of the related fields of estate planning, asset protection, elder law and tax planning are not only different but sometimes conflicting. To add to confusion, they often use the same tools for different desired results. In order to serve your client’s specific needs, you must understand what each practice area accomplishes and how to prioritize the tasks. This legal primer reviews key concepts involved in each of these areas to help you tailor your approach to each client’s specific goals. Register today!

• Get a bird’s eye view of the primary tasks and legal concepts involved in trust and estate law.
• Distill client’s primary planning needs from the jumble of financial documents and intake interviews.
• Match the tools to the specific goals within the plan.
• Help clients balance changing and conflicting planning priorities to foster fruitful long-term client relationships.