Family Meetings and Legacy Planning

Accreditation Wreath Icon AL
SKU: EST6800
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This CLE course will explain family meetings, their importance, how they’re run and what should be addressed in order to decrease family erosion as a result of estate plans and ensure growing wealth in the process.

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