On July 8, 2021, Andrew Egan will co-present a live podcast in partnership with West LegalEdcenter and Celesq. His program, titled Preparing the Family for Money, is part of Bressler's "Raising the Bar" podcast series.
Every family needs open, candid conversations about money to avoid helps avoid litigation, set and manage expectations, maximize respect for family values and traditions, efficiently transfer wealth from generation to generation, allow for efficient business succession planning, and plan for the unexpected. Andrew was joined by financial advisor James Ciprich of RegentAtlantic for a discussion on the importance of money talks within client’s families, strategies for clients to open up and engage the “elephant in the room," and how attorneys must look beyond the estate planning documents they draft to ensure their planning is what's best for their clients’ families.