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ETHICS: FAMILY DYNAMICS - COMMON REASONS WHY ESTATE PLANS FAIL

NOTE: All jurisdictions accept courses from Registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here: https://www.nasbaregistry.org/cpe-requirements
Cost Free
Presentation Length 2.0 hours

Recorded DateDecember 21, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Behavioral)
Course LevelAdvanced
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Estate Planning, Ethics, Women in Accounting
Course Description

As shown in this CNBC article, there is much more to estate planning than meets the eye. That same article shows that our presenter, Marve Ann Alaimo, has the insight to help your estate plan succeed.

This presentation will review common planning practices that could later lead to family discord or even litigation and the proactive steps one can take to reduce these outcomes.

Course Objectives:


  • Identify those circumstances that bring greater risk of conflict or litigation

  • Identify best practices to help mitigate the risk of future conflict or litigation

  • Provide resources for advisors who want to take proactive steps to minimize future conflict and litigation



As featured on:

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Prerequisite: Appropriate for someone who has demonstrated expertise in financial planning in one of the following ways: obtained a focused credential (such as the PFS or the CFP) or has at least 3 years of experience in providing some financial planning guidance to individuals or currently serves as a partner, director or manager in a firm providing financial planning guidance to individuals

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Marve Ann Alaimo

Porter Wright Morris & Arthur LLP
Attorney at Law
[email protected]
(239) 593-2964

Porterwright

Marve Ann is a partner based in the Naples, Florida office who focuses her practice in estate planning and wealth preservation. She has nearly 20 years of experience in estate and charitable gift planning, probate and trust administration as well as estate and trust litigation and guardianship. Marve Ann focuses on conflict avoidance and cooperative problem solving as foundational elements of an estate plan, as family dynamicscan often complicate an already stressful time. She is a Florida Bar Board Certified Wills, Trusts and Estates lawyer and she has served as a Florida Supreme Court Certified Circuit Civil Mediator. In addition to representing private clients, Marve Ann has also represented local, regional and national charities, nonprofits, and both private and public universities in shepherding their charitable gifts.

About Our Presenter

Porterwright
From our six offices in Ohio, Florida and Washington, D.C., Porter Wright seamlessly brings together the knowledge, skill and experience needed to help our clients achieve goals and solve problems, effectively and efficiently. We are committed to our clients. For 170 years, clients have trusted Porter Wright to provide exceptional legal advice. We pride ourselves on the responsiveness of our service, and for providing real value in all that we do. We are committed to our profession. Porter Wright lawyers have taken leadership roles in national, state and local bar associations, judicial societies and professional organizations. We devote our talents and our time to aspiring lawyers, legal educational programs and pro bono representation. We are committed to our communities. Porter Wright lawyers and staff serve as leaders of civic, charitable and cultural organizations. Through firm-wide and individual efforts, we help make our cities, counties and states better places to live and work. We are committed to the future. Our history says as much about our future prospects as our past success. Porter Wright has thrived by anticipating and reacting to changes in the law and business and in our clients’ objectives and needs. We have seen a lot in the last 165 years, and it gives us a great sense of confidence about the future.