ParkBridge Webinar # 2: The Most Important and Overlooked Estate Planning Questions That AI Does Not Properly Address
Speaker: Avi Z. Kestenbaum, Esq., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP
Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management
Webinar Description: This program explores the most important and consistently overlooked estate‑planning questions that AI fails to address with real‑world nuance, including:
- How to structure trust distribution standards
- Choosing the right trustees and executors
- Avoiding common planning mistakes
- Determining appropriate fiduciary compensation
- Evaluating when corporate, out‑of‑state, or foreign trusts make sense.
- Optimal ages for beneficiary control
- Selecting guardians and agents for powers of attorney and healthcare proxies
- How to assess the value and cost of estate‑planning professionals.
Attendees will gain practical, experience‑based guidance on the decisions that shape outcomes far more than documents alone.
Speaker
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Avi Z. KestenbaumPartner