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Dos and Don’ts of Estate Planning for Millennials

Contains material from Jan 2020

Dos and Don’ts of Estate Planning for Millennials
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Wonderful! I’m a 1981 born person who has always scoffed at being labeled millennial, but this made sense (except cryptocurrency)

one of the best presenters I've seen for CLEs.

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Millennials are taking over. They now make up the largest portion of the U.S. labor force, and it is time we started paying attention to them. Learn about some of the differences that distinguish millennials from prior generations and learn which estate planning strategies are particularly relevant for millennial clients. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2021

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1. Dos and Don’ts of Estate Planning for Millennials (Jan 2020)

Christine Wakeman

1.00 0.00 0.00 1.00
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(mp4)
61 mins
(mp3)
60 mins
(pdf)
22 pgs
(pdf)
18 pgs
Session 1 — 61 mins, credit 1.00
Dos and Don’ts of Estate Planning for Millennials (Jan 2020)

Millennials are taking over. They now make up the largest portion of the U.S. labor force, and it is time we started paying attention to them. Learn about some of the differences that distinguish millennials from prior generations and learn which estate planning strategies are particularly relevant for millennial clients. 

Originally presented at: Dec 2019 Estate Planning Workshop

Christine Wakeman, Winstead PC - Dallas, TX

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