Great Estate Planning is More than
Mere Knowledge of the Technical Tools,
It’s About Knowing When and How to Use Them Properly
There is no “Magic 8 Ball” when it comes to properly utilizing available techniques to design the specific plan that best fits the individual client.
That’s where the “art” of estate planning comes in. That unique talent to cut through the mountain of facts and see the solution in a “Blink” (as bestselling author, Malcom Gladwell would say).
That skill is something you don’t learn in law school or everyday CE programs - - it’s a matter of experience that grows to become wisdom.
You now have an opportunity to accelerate your learning curve by listening in as one of the nation’s renowned estate planning attorneys, Paul Hood, shares some of his unique wisdom - - on a special program entitled, “The Fine Art of Designing Estate Planning”.
On this special teleconference, you will learn…
- How proper plan design is really a 3-part analysis - - the technique, the particular assets and the “players” involved
- How to balance asset factors, such as:
- Valuation issues
- Intended use and management of assets
- Ease of transfer or division
- Availability as loan collateral
- Special tax attributes
- How to balance the “players” factors, such as:
- Personal issues between them
- The right amount of disclosures to multiple parties
- Control issues
- Mortality risk/health issues
- The need for flexibility to deal with future changes
- Individual financial needs
- The players’ tolerance for complexity
- Their ability to carry through ongoing maintenance
This program also includes real life examples of poor design you need to avoid - - or risk liability!