An aging demographic, advancements in technology, tax changes, shifts in family life and a host of other factors are drastically impacting the area of estate planning.

This CLE course will explain how to prepare for the new era of estate planning including increased focus on retirement planning, inclusion of elderly family members, assessing businesses in light of the paperless offices, tax code changes, potential divorces and second marriages and perhaps most importantly, the need for estate planners to work together with CPA’s, wealth managers, insurance agents and attorneys to properly implement estate plans.