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Friday, June 7, 2019, 1:00-2:00pm

Transferring wealth often unearths long-deferred issues that may complicate or even subvert the best laid trust and estate plan.

Heirs may have expectations about their inheritance that are unrealistic. Certain children may expect to take control of a family business. There are often interpersonal resentments or animosities among heirs, children of different marriages. Sometimes, too, there are children from a relationship that were previously unknown.

These and many other issues need to be identified and discussed before plans are formulated and documents drafted. But they raising these issues is a very delicate business which sometimes takes lawyers to the edge of their comfort zone.

This program provides a practical guide to raising these issues and counseling clients about the legal issues involved.

  • Communicating wealth transfer plans before the death of a client
  • When to have those conversations – timing is everything
  • How to broach uncomfortable topics and unpopular choices with beneficiaries
  • Anticipating visceral reactions and strategies to avoid estrangement and dispute
  • How trustee choices may impact beneficiary reactions
  • Talking about the real risks of costly, protracted and potentially ruinous litigation

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
June 07, 2019 1:00 PM Eastern
1 hour
Registration Fee:
Talking About Wealth Transfer Plans: Practical Strategies to Avoid Disputes Among Beneficiaries | Live Replay from March 26, 2019 | Phone/Audio Streaming

All Attendees: $80

Early discount and CLE Premier Pass rates are not available for this program. 

Speaker Information
Daniel L Daniels   [ view bio ]
Steven B Malech   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass