Family Governance: The Overlooked Ingredient of a Comprehensive Estate Plan

STEP Orange County 10th Annual Institute on Tax, Estate Planning and The World Economy
Webinar, CLE Available
February 8 - 9, 2021
Virtual Conference
Wealth Planning and Preservation Partner Mark Powell will speak at STEP Orange County's 10th Annual Institute on Tax, Estate Planning and the World Economy. Mr. Powell's presentation will take place on the second day of the conference and will outline the different types of family governance structures that can be incorporated into an estate plan. The presentation will also cover communication skills concerning money and values that are important for clients and that allow professionals to establish themselves as trusted advisors for future generations.

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