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BEGIN:VEVENT
DTSTART:20191023T140000Z
DTEND:20191023T163000Z
LOCATION:BMO Wealth Management, 115 S. LaSalle Street, 3rd Floor Global Conference Room, Chicago
UID:1865120191023T140000ZWorkshop - Estate Planning for the Modern Family
DTSTAMP:20260513T173908Z
DESCRIPTION:\nCourse Level: Basic to Intermediate\n \nEstate Planning for the Modern Family\n \nAs the structure and composition of the modern family has evolved, estate planning advisors must be prepared for sensitivity in client engagement, how to interpret existing trusts, and appropriate drafting of new instruments. This presentation will discuss a potpourri of important planning considerations with a focus on marital status, defining descendants, addressing LGBTQ needs, and religious considerations.”\n \nThis presentation will review Terminology to use with LGBTQ individuals, families, and extended family; considerations when drafting estate documents for LGBTQ persons and families; religious considerations when drafting and administering estate plans; and issues that arise for non-traditional families and resolutions.\n
SUMMARY:Workshop - Estate Planning for the Modern Family - Chicago Estate Planning Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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