Presented in partnership with the WSBA Real Property, Probate and Trust Section
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Wealth transfer advisors focus on achieving their client’s goals and objectives while minimizing income and transfer taxes. Emphasis is often on the initial planning and drafting of the client’s estate planning documents and not the ultimate implementation and administration of the client’s overall wealth plan. Sometimes the best intended plan goes awry because of the failure to consider how the plan impacts administration, the timing of funding, family dynamics, diversification, and a panoply of other issues. Hear what professional fiduciaries wish advisors would consider when advising clients and drafting their documents.
Original Program Date: December 18, 2024
Product Code: 25497-4VIDEO