Available for download for continuing education and CE credits: Register
For your CE certificate, contact admin@asanorcal.org
Estate Planning Essentials: What Appraisers and Their Clients Need to Know
1 CE
As a result of the presentation, participants will be able to:
In this session, you’ll discover:
• The fundamentals of estate planning and its critical importance for you and your clients
• Key questions to ask clients to unlock opportunities for providing enhanced value
• Critical changes to the estate tax exemptions at the end of 2025 and why immediate action is crucial
• Practical strategies to help clients navigate complex estate planning challenges
• How to leverage your appraisal expertise in the estate planning process
UBS Wealth Management and Planning experts, Kenneth Tang and David Rosenthal, presents an insightful webinar to elevate your appraisal practice and gain a competitive edge by understanding the intricate world of estate planning. Don’t miss this opportunity to expand your knowledge and better serve your clients.
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In this session, you’ll discover:
• The fundamentals of estate planning and its critical importance for you and your clients
• Key questions to ask clients to unlock opportunities for providing enhanced value
• Critical changes to the estate tax exemptions at the end of 2025 and why immediate action is crucial
• Practical strategies to help clients navigate complex estate planning challenges
• How to leverage your appraisal expertise in the estate planning process
Our UBS Wealth Planners will also share their knowledge and answer your questions in a live Q&A session.
$25.00 Members
$35.00 Non Members
Questions: Email admin@asanorcal.org