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Help your clients save time and money, while avoiding potential legal complications.About this Event
In today's complex financial landscape, protecting your clients' assets and ensuring their family's financial security requires thoughtful guidance.
Join our attorneys for a complimentary Trusts & Estates Seminar that will provide critical insights into essential estate planning strategies that can save your clients time, money, while avoiding potential legal complications.
Seminar Highlights:
- Discover strategies for avoiding costly Florida probate processes
- Learn how to efficiently transfer assets while minimizing tax implications
- Understand the unique legal considerations for Florida residents
Key Takeaways:
- Avoiding Florida Probate: Strategies and Legal Techniques
- Blended Family Planning: Protecting All Family Members' Interests
- Maximizing Beneficiary Designations for Optimal Asset Transfer
- Estate Planning Considerations When Moving to Florida
- Strategic Estate Planning for IRA Accounts under the Secure 2.0 Act
- Comprehensive Asset Protection Strategies
Presenters:
- David E. Siegfeld, Partner, Trusts & Estates Practice Team Leader
- Alessandro A. Apolito, Partner
- Kathleen H. Cold, Partner
- Chad L. Steskal, Partner
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Event Venue & Nearby Stays
Wyndham Grand Jupiter At Harbourside Place, 122 Soundings Avenue, Jupiter, United States
Tickets
USD 0.00
