With the wealth transfer of the baby-boomers already underway, it is
important to explore whether clients have charitable interests. How can you
raise the topic of charitable giving with clients? What legacies do clients wish
to leave their communities and favorite charities? What options do you have for
helping them achieve these goals? This seminar will also provide an overview of
the tools and how they are applied to some common fact
patterns.
This CLE will be available
online until May 16, 2018.
Speakers:
Christopher J. Burns, Henson & Efron,
P.A.
Grant K. Wacker, Wells
Fargo
CLE
Credits:
1.0 Standard
CLE Credit approved | Event Code: 220099
Cost:
MSBA Members: $29.95
Non-MSBA Members:
$64.95