Managing Complicated Dynamics: Estate Planning for Blended Families

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Business Exit Planning Series, Episode 2: Planning for a Business Sale

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Friends, Food, & Drinks

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Don't Slam the Door Shut: Top Ten Reasons Why Advisors Often Exclude Philanthropy in Client Strategies

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Life Settlements: Who, What, Where, When, Why & How?

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Using Directed Trusts and Family Offices - an Overview of Different Models and Planning with Optionality

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Building Investment Property Portfolios: The Motivations, Strategies and Tactics of Successful Families

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Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning

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NCEPC-SD's Spring Social 2024 - Don't Miss It!

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A New Direction – California Directed Trusts and Their Uses

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How to Have Conversations with Your Clients on Philanthropy and Charitable Giving

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What the Estate Planners Should Learn From the Estate Litigators and Administrators: Choice of Fiduciary (Why Do We keep Naming the Kids?)

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Pending Commercial Real Estate (CRE) Challenges 2.0 – What to Expect and How Best to Prepare

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What Planners and Litigators Need to Know for 2024

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