Large Firm Service. Small Firm Attention.
Date(s) - August 10, 2021
12:00 pm - 1:00 pm
Categories No Categories
Join Littman Krooks LLP and Altium Wealth for this informative Zoom Conference on avoiding litigation in estate planning, including adult guardianship proceedings.
Jeffrey Perlmutter, Partner, Altium Wealth will moderate this discussion. Amy C. O’Hara, Partner, Littman Krooks LLP and Laura Brancato, Attorney, Littman Krooks LLP will be the featured speakers.
The discussion will include:
- The importance of having conversations with loved ones about your intent in distribution of assets. Equally, the importance of asking elderly relatives about their intent, if it has not been specifically stated.
- Mistakes in estate planning that can happen to anyone, regardless of wealth status. The needs of people of all income levels will be addressed.
- Proper planning with your legal and financial representatives to prevent litigation.
Please note that Zoom is a third party and not an agent of or associated with Littman Krooks LLP. You agree that your use of such third party websites and resources is subject to the terms and conditions of the use of such websites.
These conferences are provided for educational purposes only and shall not constitute the provision of professional legal, tax or other advice. Littman Krooks LLP and its attorneys shall have no liability for errors, incorrect information, or inapplicability of information provided to any particular visitor/attendee.
Altium Wealth Management, LLC. (”Altium”) is an SEC registered investment adviser. For information about Altium’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.