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As a financial advisor, the role and relationship you have with clients creates an opportunity to identify estate planning opportunities and issues. So, what can you do to be the catalyst that prompts effective and important-estate planning discussions? Join us for a live presentation where Martin M. Shenkman will explore the many common estate-planning issues that advisors, even those with limited technical estate-planning expertise, can identify and discuss with clients, including: • How to identify and discuss overlooked estate planning issues. • How AI software can boost estate-planning dialogues. • How recent tax proposals may affect wills, trusts and estate-plans. • How to identify planning opportunities with common credit shelter trusts, financial powers of attorney, account titling and much more. This is a live event only, so save your seat today!