Helping clients preserve family unity in the wealth transfer process
Many of the best estate plans fail because family dynamics are not addressed. Learn how to manage the qualitative issues that affect family unity.
Format
Webcast
Date
Mar 19, 2024
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Lisa Featherngill, Amy Castoro
Availability
3 months
Product Number
WC4460418
Enhance success of wealth transfer plans
Understand how CPAs can significantly enhance the success of their client’s wealth transfer plans and personal fulfillment by addressing important qualitative issues that affect family unity.
This webinar features Amy Castoro, CEO of The Williams Group, which specializes in enhancing family communication and connection, and Lisa Featherngill, national director of wealth planning at Comerica.
Key Topics
- Guiding families to successful wealth transfers.
- Understanding the important qualitative issues involved with bringing harmony to family dynamics.
Learning Outcomes
- Identify the family dynamics that can lead to failed wealth transfer plans.
- Determine how to guide your family clients to implement successful estate plans.
- Distinguish the qualitative issues that affect family unity.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services
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2 to 5 registrants
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