Estate Planning to Prevent Sudden Wealth Syndrome


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About This Course

Sudden Wealth Syndrome can occur when an heir is given a significant inheritance without time and support to adjust to suddenly being wealthy. The overwhelming pressures of unexpected and/or abrupt fortune can develop into emotional and behavioral afflictions. The result is usually mismanaging and squandering the inheritance. In short, your estate plan may have avoided probate and minimized taxes … but it did not help your clients’ heirs like your client intended.

This CLE presentation will discuss how there may be malpractice liability for failing to protect your clients’ heirs against their own improvidence. Then you will learn concrete provisions to include in your estate planning documents to help ensure that your clients’ estate plans provide the maximum benefit to their intended beneficiaries.

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