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Roundtable

Tune in to one of our Roundtable events, where legends in Estate Planning, Elder Law, and Special Needs Planning consider and debate best practices to serve you and your clients.

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Roundtable

Lessons Learned from High-Profile Estate Plans

The news is full of stories about celebrity estate planning disasters, whether triggered by the death of a famous person, or questions regarding a living celebrity’s mental or physical health. Controversy surrounding the estate plan – or lack thereof – often becomes newsworthy, bringing into public view certain planning decisions that can be ripe…
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Helping Clients Move Forward in Uncertain Times – Don’t get stuck in neutral – Move your…

Do your clients seem to be in a holding pattern? Are they taking a “wait and see” approach due to potential estate tax changes? You’re not alone. Tune in LIVE for a very special complimentary roundtable event from InterActive