Teleconference: Estate Planning For Professionals 2019 | Blue Sky eLearn | 5 November 2019 |
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| Event Date | Tue Nov 5 EST (about 5 years ago) |
| Region | All |
Details
When we are engaged by clients who are professionals, such as doctors, lawyers, teachers, architects, etc., there are often special estate planning issues that must be addressed. Given their busy lifestyles, and often lack of interest in and attention to financial and legal matters, clients who are professionals sometimes leave a mess following incapacity and/or death. Among the issues we often encounter with this type of client are:
• Proper disposition of professional practices
• Idiosyncrasies of Section 403(b) plans
• Asset protection trusts and techniques
• Estate planning for intellectual property