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Tales from the Darkside: What Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients 1.00 Credit

Tales from the Darkside: What Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients (December 2024)

  • ON-DEMAND SEMINAR

Presented in partnership with the WSBA Real Property, Probate and Trust Section
Visit the section's webpage to learn more or click here to join.

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

Credits:
1.00 Law & Legal Procedure
  • List Price: $99.00
Item Details:
Back to Tales from the Darkside: What Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients

This on-demand session was presented as part of the live webcast, 2024 Annual Fall Probate and Trust Seminar, recorded on December 18, 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: Karen Sughihara – BNY Mellon Wealth Management, San Francisco, CA


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

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