Dec
2

Estate & Incapacity Planning

Thursday December 2, 2021
08:30 PM - 09:30 PM EST

The purpose of an estate plan is to protect and control what you have worked hard for – ensuring assets pass to your beneficiaries according to your wishes. In this workshop, you will learn the essential elements of a sound estate plan, including: 

– Goals of estate planning – control, probate avoidance, estate tax

– Wills

– Trusts – revocable vs. irrevocable

– Durable powers of attorney & advanced health care directives

Register Here

Event Organizer - Wharton Executive MBA Program

mbaexec-admissions@wharton.upenn.edu