Join UBS Wealth Management and Planning experts, Kenneth Tang and David Rosenthal, for 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.
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.