Cannon Estate Planning Teleconference Series

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Engaging the Next Generation of Estate Planning Clients

TOPIC
We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Estate planning for these clients may involve considerations that are unique relative to our experience with "traditional" or older clients.

We will explore the following:
  • Same-sex marriages, civil unions and cohabiting unmarried individuals
  • Assisted conception children and children from other relationships
  • Advantages and disadvantages of IRC § 529 Accounts 
  • Planning to accommodate the needs of minor children


Time and Location

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    May 22, 2018

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    12:30 PM - 2:00 PM

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    Marcum LLP
    750 Third Avenue
    11th Floor
    New York, NY 10017



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