Lorman offers professional resources regarding COVID-19 and the 2020 Election

Show navigation

Slide Deck

32 Slides available anytime
  • 32 Slides

Convergence of Estate Structure and Financial Advice

 

Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients.

Many financial planners assist clients with estate planning, at least at a summary level and to make sure their clients at least have an estate plan. Fewer estate planners are even aware of much about their clients' financial plans (and there are economic reasons why this is so). The presenters of this topic will use a case study approach with four fact patterns to illustrate the importance of coordinating financial planning with estate planning. The two should not be developed in isolation from each other, or they may be at best uncoordinated and at worst in conflict. If developed in coordination, the two plans can provide powerful synergies.

View Slides

More Program Information

Convergence of Estate Structure and Financial Advice

Agenda

View Slides

More Program Information

Convergence of Estate Structure and Financial Advice

Faculty

Michael D. Whitty

Michael D. Whitty

Freeborn & Peters LLP

  • Attorney with Freeborn & Peters LLP
  • Areas of practice include estate planning, tax and family offices
  • Has spoken for Attorneys for Family Held Enterprises, Family Firm Institute, Lorman, and other online providers
  • Publications include ACTEC Journal; Real Property, Probate & Trust Law Journal; and Estate Planning
  • Certified Financial Planner; president, Attorneys for Family Held Enterprises; fellow, American College of Trusts & Estates Counsel; fellow, Family Firm Institute; certified in family business advising, Family Firm Institute; certified in family wealth advising, Family Firm Institute; Illinois Leading Lawyers
  • J.D. and BBA degrees, University of Texas at Austin
  • Can be contacted at 312-360-6192 or [email protected]
Elaine King

Elaine King

Family & Money Matters

  • Founder of Family & Money Matters
  • Areas of practice include family financial planning and education, family office and governance
  • Has spoken for Family Firm Institute and Financial Planning Association
  • Publications include Family and Money Matters Next Gen, 2010; 7 Habits for your Financial Well Being, 2015; 5 Strategies for Couples Financial Planning, 2018; Four Key Words for a United Family, 2013; Your Life Plan in U.S., 2014; and Four Strategies for Family and Money, 2012
  • Advanced certificate in family business advising, Family Firm Institute; Certified Financial Planner; Florida Supreme Court family mediator; Certified Divorce Financial Analyst™; and Certified Financial Education Instructor (CFEI)
  • Postgraduate degree in family therapy, Georgetown; M.B.A. degree, Thunderbird; B.B.A. degree, St. Mary’s University, financial planning FIU; executive coaching UM
  • Can be contacted at 305-432-300
View Slides

More Program Information

Convergence of Estate Structure and Financial Advice

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.