Addressing the Estate Planning Needs of Modern-Day Clients
This Cannon Teleconference will be offered in person at the Minnehaha Country Club or virtually from your home/office.
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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