The Softer Side of Estate Planning – Intra-Generational and Intra-Family Planning, Family Governance and Dynamics – how to “transfer” more than just assets
* Please do not arrive before 8:00 am as Bacari Grill does not open until then.
Check-in Opens 8:00 am
Breakfast Begins 8:15am
Program Begins 8:45am
Program Concludes 10:30am
While “estate planning” can have many meanings, what about “other” aspects of planning? In today’s new and ever-changing world, clients are concerned about transferring things other than wealth and assets. Philanthropic aspects can come into play, family dynamics, children, grandchildren, extended families, marriage, vision, values, and much more. More clients are starting to look at “legacy” in addition to “assets” – so how do we as professionals address this? Intra-family & intra-generational planning are far from new; however, there is a lot that is new within this area. Every client/family is different, so what are the family dynamics and how does that impact planning? Family governance has become a “hot” topic and while some immediately dismiss it, more are paying attention to it. Some assume it is only relevant to the ultra-wealthy. Thomas C. Rogerson; Managing Director, with Wilmington Trust Company, is a nationally known expert in this arena. Tom was a featured speaker and presented on this topic at Heckerling in 2015. He has national prominence in this area and has traveled throughout the country working with a presenting to families and professionals as well.
Tom will introduce us to the many aspects of this area of wealth and planning. He will take us from the basics to the advanced for family planning – for ALL clients, not just the ultra-wealthy – including preparing one’s family for wealth, considerations behind selecting a trustee, including and talking to children and grandchildren about family/wealth, and how to implement the overall family plan. You do not want to miss this special event!
NJ CPE - 2.0 Credits The Softer Side of Estate Planning – Intra-Generational and Intra-Family Planning, Family Governance and Dynamics
NJ INS - The Softer Side of Estate Planning – Intra-Generational and Intra-Family Planning, Family Governance and Dynamics #88897580 (Life)
CFP 2.0 Credits - Program ID 223971 Softer Side of Estate Planning -- Intra Generational, Intra-Family
NJ CLE - THE SOFTER SIDE OF ESTATE PLANNING – INTRA-GENERATIONAL AND INTRA-FAMILY PLANNING, FAMILY GOVERNANCE AND DYNAMICS - HOW TO “TRANSFER” MORE THAN JUST ASSETS. #61 This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit. Of these, 0.00 qualify as hours of credit for ethics/professionalism, and 0.00 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.