Talking About Wealth Transfer Plans: Practical Strategies to Avoid Disputes Among Be - Audio Webcast
March 2019
Tuesday, March 26, 2019
Talking About Wealth Transfer Plans: Practical Strategies to Avoid Disputes Among Beneficiaries
Topics to be covered:
- Communicating wealth transfer plans before the death of a client
- When to have those conversations – timing is everything
- How to broach uncomfortable topics and unpopular choices with beneficiaries
- Anticipating visceral reactions and strategies to avoid estrangement and dispute
- How trustee choices may impact beneficiary reactions
- Talking about the real risks of costly, protracted and potentially ruinous litigation
Faculty: Steven B. Malech and Daniel Daniels, Wiggin and Dana, LLP
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Location Information
Webcasts - live from your computer
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust & Estate Law Section Member | $49.00 |
| CLEACCESSPASS | $0.00 |
| Tuition Assistance | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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