Bressler's Raising the Bar Series: Preparing the Family for the Money

08 Jul , 2021

To register for the upcoming live webinar, please Click Here

“We spend so much time preparing the money for the people, and very little time preparing the people for the money.” Every family needs open, candid conversations about money, as early as possible. Encouraging clients to have these discussions as early as possible helps avoid litigation, set appropriate expectations, maximize respect for family values and traditions, efficiently transfer wealth from generation to generation, and allow for efficient business succession planning. Open conversation also enables families to plan for the unexpected, including special needs or incapacitated beneficiaries, blended or second marriage families, changes in economic circumstances and changes in the tax landscape. Join Trust and Estate Litigator Andrew Egan (Bressler Amery & Ross, P.C.) & financial advisor James Ciprich (RegentAtlantic) for a wide-ranging discussion on the need to encourage money talks within our client’s families, strategies to clients to open up and engage the “elephant in the room”, and how attorneys must look beyond the estate planning documents they draft to make sure their planning hits its mark for their clients’ families.

To register for the upcoming live webinar, please Click Here

More Webcasts

Introduction to US S...

The program objective is to provide the basis of US sanctions, including overview on enforcing agenc...

Shackled to Our Scre...

Join Laurie Besden, Executive Director of Lawyers Concerned for Lawyers of Pennsylvania, for an upda...

Fair Lending in 2025...

Are you as knowledgeable in the Fair Lending regulations? Do you know how they pertain to your role ...

Session Three: Worki...

Session 3 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...

Practical Implementa...

This program equips attorneys with actionable strategies for effectively implementing generative AI ...

E-Signatures and Ele...

Essential Updates! The faculty will discuss when and how secured and unsecured loan transactions may...

Master Trial Series ...

Session 8 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...

BSA Important Issues...

The Bank Secrecy Act (BSA) is a US law that fights money laundering and other financial crimes. BSA ...

Deposition Strategy ...

Our panelists will review your deposition strategy in personal injury cases from primarily the plain...

Artificial Intellige...

Neither attorneys nor their clients can operate in today's world without understanding Artificial In...