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DTSTART;TZID=America/New_York:20260924T083000
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DTSTAMP:20260818T141350Z
CREATED:20260818
LAST-MODIFIED:20260818
PRIORITY:5
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TRANSP:OPAQUE
SUMMARY:ParkBridge Webinar # 2: The Most Important and Overlooked Estate Planning Questions That AI Does Not Properly Address
DESCRIPTION:Speaker: Avi Z. Kestenbaum, Esq., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP\nHost: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management\nWebinar Description: This program explores the most important and consistently overlooked estate‑planning questions that AI fails to address with real‑world nuance, including:\n\nHow to structure trust distribution standards\nChoosing the right trustees and executors\nAvoiding common planning mistakes\nDetermining appropriate fiduciary compensation\nEvaluating when corporate, out‑of‑state, or foreign trusts make sense.\nOptimal ages for beneficiary control\nSelecting guardians and agents for powers of attorney and healthcare proxies\nHow to assess the value and cost of estate‑planning professionals.\n\nAttendees will gain practical, experience‑based guidance on the decisions that shape outcomes far more than documents alone.\nClick her ( https://us02web.zoom.us/webinar/register/WN_4i5n8PCtQX2-qfjWH-XZMw )e ( https://us02web.zoom.us/webinar/register/WN_4i5n8PCtQX2-qfjWH-XZMw ) to register.\n
URL:https://meltzerlippe.com/event/parkbridge-webinar-2-the-most-important-and-overlooked-estate-planning-questions-that-ai-does-not-properly-address/
CATEGORIES:Trust & Estates
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