Ask the Experts: Q&A for Financial Advisors on Real Estate Planning

Financial Planners


As a financial advisor, I often come across specific estate planning issues that I need to understand in order to achieve the optimal wealth plan for my clients. To best serve our clients, it helps to know the basics of real estate planning and what new developments are on the horizon. We also have legal experts in the field to answer your questions. Wouldn’t it be great to have


you are in luck A member of Trusts & Estates’ Editorial Advisory Board, her three panelists provide a quick update on the issues estate planners are talking about and answer questions on the topic of estate planning. First answer questions submitted in advance (be sure to include questions when registering) and answer questions submitted by participants during the webinar.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.

Susan Lip – Moderator
Editor-in-chief
Trust & Estate

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Hons)
lawyer
Martin M. Schenkman, PC

James I. Doherty
Partner
Dungey Dougherty PLLC

Sandra Glazer
Partner
Lipson Neilson, PC



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