Addressing the Estate Planning Needs of Modern-Day Clients

Date: Tuesday, August 20, 2024
Time: 11:30am - 1:30pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.


A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.


Registration will close at 5 pm on Thursday, August 15th. 


We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Some of today’s clients adhere to values and live in ways not commonly recognized or understood in society just a few decades ago. Estate planning for these clients may involve considerations and require approaches that are unique relative to our experience with “traditional” or older clients. We’ll explore the following:

  • Same-sex marriages, civil unions and cohabiting unmarried individuals
  • Assisted conception children and children from other relationships
  • Dealing with ancestors’ trusts whose terms restrict who may be a beneficiary
  • ESG investing in a trust

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