Ask the Consultants: Property Planning Q&A for Monetary Advisors

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As a monetary advisor, you typically encounter sure estate-planning points that it is advisable perceive to realize one of the best wealth plan in your shoppers. To greatest serve your shoppers, it helps to know the fundamentals of property planning in addition to what new developments are on the horizon. And wouldn’t it’s nice to have your questions answered by authorized specialists within the discipline?


You’re in luck. Our three panelists, members of the Trusts & Estates editorial advisory board, will give a short replace on the problems property planners are speaking about after which reply your questions on any estate-planning subject. They’ll reply your pre-submitted questions first (be sure you embrace them whenever you register) after which flip to questions submitted by attendees throughout the webinar.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Susan Lipp – Moderator

Editor in Chief

Trusts & Estates


Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)

Legal professional

Martin M. Shenkman, P.C.


James I. Dougherty


Dungey Dougherty PLLC


Sandra Glazier


Lipson Neilson, P.C.



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