December 04, 2019

Avoid the Sting of Ignorance: Securities Law for Estate Planners


Are you unknowingly subjecting your clients (and maybe you) to liability for violation of securities laws? These issues arise in every day transactions such as the creation of GRATS or funding private foundations. Learn what to ask so you can avoid this dangerous minefield.

In an engaging conversation, the expert panel will examine some of the most common securities law issues and traps for the unwary that could arise in your estate planning practice. Program benefits attorneys, accountants and other fiduciaries involved in estate planning transactions.

1 CLE credit will be awarded for the 60-minute program.

For additional information, please visit the event site.

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