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
Need an Invoice? For your convenience, you may now select “Invoice Me” at checkout or if you prefer to send an email to be invoiced, our CS Team (email@example.com) would be happy to assist you.
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
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Attorneys must apply for CLE approval
30 days before event date or earlier.
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