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Friday, August 3 • 4:00pm - 4:50pm
Estate Planning is Not a Solo Event. It's a Team Effort

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With the recent changes to our tax code and the increasing growth of our digital estate, how do we address our clients' needs for a comprehensive estate plan? How do we help our clients, at whatever age, understand the critical issues they face and why it is essential for our clients to have a relationship with an estate planning attorney?  How do we, as their trusted advisor, foster that connection?  How can we help clients understand what the estate planner has done, what it means and get to implementation?

avatar for Leslie Daff

Leslie Daff

Estate Planning Attorney, Estate Plan, Inc.
Leslie Daff, JD, MBA, is a State Bar Certified Legal Specialist in Estate Planning, Probate and Trust Law, a designation earned by  fewer than 100 of the 15,000 licensed attorneys in the county.  She is also certified as an Estate Planning Law Specialist and has been designated... Read More →

Friday August 3, 2018 4:00pm - 4:50pm
Interlocken B
  • CE Hours Available: 1.0 NAPFA, 1.0 Specialized Knowledge CPE, 1.0 CFP® Certification

Attendees (49)