Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Estate Planning & Asset Protection in an Hour


You can view the accompanying slideshow for free by clicking the “On Demand” button below.

To view this webinar for CLE/CPE credit, click here.

Whether addressing your personal needs or those of a client, estate planning is a fundamental part of making certain that one’s financial life is in order.  People need to make sure that, when they die, the wealth they have spent a lifetime accumulating will be passed onto the heirs they want it to go.  And, they need to understand that there are ways to protect assets earmarked for heirs from the claims of potential future creditors.  Basic concepts like the “death tax” need to be understood.  But estate planning goes beyond financial considerations.  It can (and should) include making sure that your children will be raised by the people you want them to be raised by.  And it can include making sure your wishes regarding urgent health decisions are followed in the event you become unable to make them yourself.  This webinar touches on all these things.

Principal Audience: Attorneys and Advisors, Business Owners and Executives, Investors

Partner: ChamberWise, West LegalEdcenter

Meet the Panel:

Andrew S. Katzenberg

Andrew S. Katzenberg is an attorney at the New York ...

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Michael Brandess

Michael A. Brandess, an attorney at Sugar Felsenthal Grais & Helsinger ...

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Michelle Huhnke

Michelle M. Huhnke  is a partner at Sugar Felsenthal Grais ...

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Var Lordahl

Var Lordahl is a Member at Dickinson Wright. Mr. Lordahl’s ...

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