Jonathan Forster, Lindsay D'Andrea Lead Webinar on Flexible Estate Planning Strategies

News / October 7, 2020

Partner Jonathan Forster and Staff Attorney Lindsay D’Andrea led a seminar titled “Having Your Cake and Eating It Too! Maximizing Flexibility in an Uncertain World” on Oct. 20, 2020, as part of the 2020 Affluent Markets Virtual Annual Meeting. The session focused on how to “sell” estate planning strategies to clients that allow them to ease into planning approaches that offer control.

Watch video of the session.