On January 20, our panel of legal and financial professionals shared their insight on a variety of crucial estate planning topics:
–Beneficiary designations
–Digital assets
–Trust protector provisions and flexibility
–Common estate planning time bombs
–The estate planning outlook under the Trump administration.
Paul Ciccarelli, Andy Krause, Kim Ciccarelli Kantor, LaDonna Cody
Denise Rakich, Susan Hansen, Jill Ciccarelli Rapps
Logan Curti, Susan Hansen
Paul Ciccarelli, Kim Ciccarelli Kantor
Logan Curti, Lynn Ferraina, Kay Anderson, Josh Espinosa, Jasen Gilbert
Dick Knotts, Steve Merkel
Bill Bond, Lynn Ferraina, Elaine Bond
Anthony Curatolo, Nancy Sullivan
Dick Knotts, Paul Ciccarelli, John Psaras
Jan Kantor, Tina Reifsteck
Our audience - more than 70 guests attended!
