Practicalities of Retitling Assets and Updating Beneficiary Designations

27716_brochureJayne and Jen along with Epilawg colleagues, Maggie Green and Jamie Held, recently participated as presenters at the 2016 Probate & Trust Law Section Conference with “Practicalities of Retitling Assets and Updating Beneficiary Designations: Dotting the I’s and Crossing the T’s of an Estate Plan.”  The presentation provided various examples of situations encountered when retitling assets and updating beneficiary designations for clients and providing practical suggestions on how to best overcome various issues that come up.

This entry was posted on Wednesday, June 29th, 2016 at 12:22 pm and is filed under Uncategorized .