1 CLE - This program has concluded. Please join us next time.
OVERVIEW:
Wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your client’s assets to have. This seminar helps attorneys understand why family wealth transfers can fail, how to avoid mistakes and how open communication between family members may lead to successful transfers of wealth.
FACULTY:
Nicole C. McGoff, CDFA
Merrill Lynch Wealth Management, Indianapolis
David Ghormley, CFA
MFS Investment Management, Indianapolis
ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE