Planning for When the Circle of Life Begins to Close
The Dallas Jewish Community Foundation and Southwest Community Foundation’s Professional Advisors Seminar
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Date & Time
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Location
Dallas, TX
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Event Type
Conference
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Tom Abendroth will present at the 28th Annual Professional Advisors Breakfast Seminar on September 20, 2023.
Estate plans are not static, but rather change and evolve throughout a client’s life. Tom will focus on important issues to address for older clients, including disability planning, competency issues, providing for grandchildren, dealing with special “legacy assets” like a family vacation property, and getting one’s affairs in order to simplify post-death administration.
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