Estate Planning Goes To Hollywood 5/26/2015

Meeting Notes

Bob Kabacy

Bob Kabacy, Director

Bill Roller

Bill Roller, Technical Assistance

Come learn how Hollywood uses estate planning to create drama!  By watching and learning about certain estate planning issues in the movies, you will better understand how your clients perceive issues and what hot buttons exist in planning.  While the movies may be fictional, some of the stories reflect real life and situations we may run across as professionals.  Issue spotting and discussion about wills, trusts, conditional gifts, ethics and more will be presented in an entertaining and novel format.  Don’t miss it.