The life of an estate planning attorney is admittedly not an exhilarating one. We do not typically have long trials, full of plot turns, dramatic opening statements, and surprise witnesses. That is for Hollywood and television, which is why you will never see a television show about estate planning; it would go off the air almost immediately. That is not to say that estate planning is without controversy. In my practice, correct legal advice can turn on one person, one fact, and sometimes even one word.  

For the August Education Series, I (with the help of my amazing paralegals) will act out common estate planning issues that, depending upon their resolution, could lead to very disparate results for the parties. We will provide the opportunity for you, the audience, to decide who gets the money or who is legally correct. Yes or No? Good Advice or Bad Advice? Thumbs Up or Thumbs Down? In August, those decisions will be yours.  

This Presentation is part of our FREE Education Series. View more >

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This presentation is for informational and educational purposes only and should not be used to make investment decisions. All images are for illustrative purposes only. Full disclaimers, disclosures, and terms of use can be found here. Clients of Client First Investment Management, LLC may maintain positions in the securities discussed in this presentation. Client First Investment Management, LLC is a SEC registered investment advisor.