Complex Assets in Estate Planning

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Skip the basics and delve straight into the assessment, management, and transfer of complex assets in estate planning. Seasoned attorney faculty will impart their wisdom and hard-w on methods for tax efficiencies, asset protection, and minimizing disputes. Gain asset-specific approaches and troubleshooting tactics - register today! Hear the latest on fiduciary access to digital assets and learn how to plan for other intangibles. Plot business owners' exit without devaluing business assets. Make the best use of private foundations and other charitable vehicles for building a legacy. Troubleshoot multi-generational and blended family planning approaches. Plan for retirement accounts in the post-SECURE Act world. Show more