Tanya Feinleib will present “Pulling the Levers and Enjoying the Bells and Whistles” and Joyce Moore will present “Mediation Strategies and Considerations” at the conference in Dallas June 7-9, 2023.
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DON’T BE AN UNDUE INFLUENCER!
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UNANTICIPATED WEALTH TRANSFERS LEADING TO FAMILY FUEDS
Wealth transfer takes place in many ways, some intended and some unintended. Traditionally, someone’s last will and testament was the ultimate expression of their final intent. Over the past few decades there has been a push to “avoid probate”, which works in some cases but can have surprising implications after death.
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COVID’s Impact on Elder Financial Abuse