Addressing the Estate Planning Needs of Modern-Day Clients 2024 | Estate Planing Seminar | 20 August 2024 | Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
Venue
Minnehaha Country Club
Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
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| Event Date |
Tue Aug 20 CDT (4 months ago)
In your timezone (EST): Tue Aug 20 1:00am - Tue Aug 20 1:00am |
| Location |
Minnehaha Country Club
3101 W 22nd St, Sioux Falls, SD 57104, USA |
| Region | Americas |
Details
We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Some of today’s clients adhere to values and live in ways not commonly recognized or understood in society just a few decades ago. Estate planning for these clients may involve considerations and require approaches that are unique relative to our experience with “traditional” or older clients. We’ll explore the following:
• Same-sex marriages, civil unions and cohabiting unmarried individuals
• Assisted conception children and children from other relationships
• Dealing with ancestors’ trusts whose terms restrict who may be a beneficiary
• ESG investing in a trust