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SKU: OC-62066-04
About
Faculty
About
In this presentation, Jason Stephan identifies issues with estate planning in complex family situations by analyzing demographic trends affecting estate plans, using the Wills and Succession Act, outlining strategies for reducing wills challenges, using mutual will agreements, and placing interests in family trusts.
This on-demand program was originally presented as an in-person program in November 2017.
The total running time is approximately 46 minutes.
To view all presentations from Estate Planning for the Average Wealth Client, click here.
Faculty
Chair
Robert Mendenhall, Richardson GMP Limited
Presenter
Jason Stephan, CA Tax Law
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Viewing of this on-demand program is restricted to the account holder only. For multiple viewers, please contact [email protected] for group pricing. Following your purchase, access the content through your LESA.org account in ‘My Classroom’.