Family Matters: Strategies to Preserve the Legacy
Speakers: Meg Muldoon, J.D., LL.M
Year: 2019
Body of Knowledge:
Estate Planning/Wealth Transfer,
Family Matters,
Multi-Generational Planning
Competence: Technical |
Level: Broad |
Session Rating:
Do your clients want to efficiently use their assets to benefit their children and future generations? This presentation will review several strategies such as multigenerational legacy planning and split dollar arrangements to help provide an enduring legacy for years to come.