Trusts & Estates

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Trusts & Estates

Drafting Solutions for Estate Planning Attorneys

Members Talk Wealth Docx Attorney Teresa Nuccio shares how Wealth Docx helps her prepare high quality documents for her clients.


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Trusts & Estates

Utilizing Trusts for Succession Planning in the Family Business

During this video, the session will evaluate strategies to help increase the odds of successfully transitioning a business from one generation to the next using trusts.

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Trusts & Estates

My Client Is Dead. Now What?

During this video, the session will examine the process of winding up a decedent’s estate.

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Getting Hitched Without Hitches: Estate Planning With Retirement Assets for First and Second Marriages

During this video, the session will address the most common obstacles in estate planning that can arise in second marriages.

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