Presented in partnership with the WSBA Elder Law Section
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Do you want to draft plans that work for your client? Amy Egtvet and WE Trust Company have executed hundreds of estate plans over the last 27 years and know the pitfalls of plans that look great on paper but run the risk of backfiring when implemented. Hear stories from Amy’s years on the frontline and learn what works and what doesn’t. And, what can you do as an advisor to help create a smooth, efficient plan for your clients.
Original Program Date: September 13, 2024
Product Code: 24392-5VIDEO