Join us for our next webinar, Estate Planning Issues Faced by Financial Services Professionals and Their Clients, on Tuesday, June 11, 2024.
Please join representatives from Bressler’s Private Client Group and the firm’s Senior and Vulnerable Investors Group as they discuss a number of estate planning issues that are often at play in the financial advisor-client relationship. Specifically, our panel will explore the use and abuse of powers of attorney, trust formation, account management, and litigation, competency and coercion concerns in execution, and more.
To register for this webinar, click here.
*General CLE credit has been applied for in New York, Pennsylvania, Texas and North Carolina. Reciprocity credit will be given to California, Florida and New Jersey.