Estate Planning to Prevent Sudden Wealth Syndrome

Accreditation Wreath Icon AL
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Without time and support to adjust to the sudden change, even sudden wealth can be a burden. In fact, the term Sudden Wealth Syndrome was coined to explain what happens when unexpected or abrupt fortune creates overwhelming pressures, leading to emotional or behavioral issues. Often the result of this syndrome is to squander the inheritance.

This CLE course will explain how to protect your client against their own imprudence, and the potential legal consequences of failing to do so. The course will explain specific provisions that should be included in estate planning to ensure the beneficiaries get the maximum benefit from their inheritance.

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