| MCLE Credit: | 1.5 (Ethics: 0.0) |
| Live-Interactive Credit: | 0.0 |
| Designation Credit: | 1.5 Trusts and Estates Practice (Designations Information) |
| Price: | $119 (Includes a downloadable audio version.) |
| Viewable Through: | 01/31/2028 |
$119.00 (or 1.5 Bundle Credits)
A pre-recorded streaming VIDEO replay of one session from the April 2025 live seminar, Conner-Zaritsky 46th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association
Planning for clients who are too rich to keep everything but too poor to transfer everything is a great estate planning challenge. Inspiring and encouraging those clients to get started and keep going is the key to a successful estate planning experience for them and a wonderful client relationship for us. And, of course, these clients don’t just need estate planning, they need everything else, too—charitable planning, asset protection, retirement planning, preserving the family farm and vacation cabin, and so on. This presentation discusses intelligent, implementable, and interesting ideas for the middle-rich (even if we can’t quite define who they are).
Turney Berry, Wyatt, Tarrant & Combs, LLP / Louisville, KY
Raj A. Malviya, Miller Johnston / Grand Rapids, MI
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
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