Often, it is the estate planner’s goal to uncover what is most important to a client so that trusts or other entities can be drafted and administered accordingly. Through the use of case studies, I will review a number of recurring client goals and how they may or may not be achieved.
East Valley Estate Planning Council
www.evepc.wildapricot.org
evepc@premiumorganization.com
602-840-2900 X1