Wills Overview

This session will do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them.

Originally presented as part of Estate Planning Boot Camp.

This session will deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter.

Originally presented as part of Estate Planning Boot Camp.

This course introduces stock-based compensation, how it works, and how it can impact trust and estate planning.