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Water the Family Tree: Adding Value for Clients

Learn how you can add value for your estate planning clients, by facilitating family meetings, governance and communication structures; family offices; and multi-generational plans across the wealth spectrum.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-21E1-11X
$80.00 or 1.00 credits
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Faculty: 

Katherine L. Opel, Weinheimer Opel Law Firm, PC, Edwardsville   

Originally presented at the 64th Annual Estate Planning Short Course 2021

Expires: 7/1/2024

Faculty: 

Katherine L. Opel, Weinheimer Opel Law Firm, PC, Edwardsville   

Originally presented at the 64th Annual Estate Planning Short Course 2021

Expires: 7/1/2024

Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
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