BBA Webinar: Understanding and Planning For Your Clients’ Assets (5/6/2020)

Available: In Stock
Product No: 34291
Duration: 1.29 Hours
Publish Date : 5/6/2020

Item Description :

Please note - this purchase is for a digital download of the Learn Online Materials, including online viewing / download of the video presentation. 

BBA Member Price: FREE. Included as part of your membership
Non-Member Price: FREE


Estate planning for clients with assets that are complex or unique require special attention and care. Those who attend this 90 minute webinar will learn from expert panelists on important considerations and effective strategies when estate planning for clients with retirement assets (including within the context of the SECURE Act), literary and intellectual property rights, vacation residences, and insurance.


Matthew R. Hillery
Goulston & Storrs PC

Kelly A. Aylward
Lourie & Cutler, PC

Pricing :
BBA Member Pricing $0.00
Non-Member Pricing $0.00