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Back to Stories from the Frontline – Estate Plans in Action from the Perspective of a Professional Fiduciary
Stories from the Frontline – Estate Plans in Action from the Perspective of a Professional Fiduciary 1.00 Credit

Stories from the Frontline – Estate Plans in Action from the Perspective of a Professional Fiduciary (September 2024)

  • ON-DEMAND SEMINAR

Presented in partnership with the WSBA Elder Law Section
Visit the section's webpage to learn more or click here to join.

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

Credits:
1.00 Law & Legal Procedure
  • List Price: $99.00
Item Details:
Back to Stories from the Frontline – Estate Plans in Action from the Perspective of a Professional Fiduciary

This on-demand session was presented as part of the live webcast, Elder Law – Fall CLE, recorded on September 13, 2024, in Seattle, WA. If you attended the live webcast and reported CLE credits, you cannot also report credits from watching or listening to this recording.

Presenter: Amy Egtvet – WE Trust Company, Seattle, WA


For accessibility or accommodation requests, or other questions, please email ondemand@wsba.org.

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