A Multidisciplinary Approach to Estate Planning for Attorneys

Effective estate planning goes beyond legal expertise; it requires strategic collaboration with professionals across multiple disciplines. This program equips attorneys with the essential knowledge to integrate legal, financial, tax, and healthcare considerations into a cohesive and client-centered estate plan.

Attendees will acquire practical skills for collaborating with financial advisors, accountants, and healthcare professionals to address the diverse and complex needs of their clients. Mr. Resko will also discuss core planning tools, advanced strategies for high-net-worth individuals, and the ethical dimensions of interdisciplinary practice.

This course is designed for New Jersey attorneys at any experience level who focus on or are developing a practice in estate planning.

Learning Objectives:

1. Define the roles and responsibilities of various professionals involved in multidisciplinary estate planning.
2. Examine essential legal instruments and demonstrate how they align with financial and tax planning strategies.
3. Recognize ethical challenges and apply best practices when working collaboratively across professional disciplines.
4. Utilize a team-based approach to design estate plans that are comprehensive, coordinated, and tailored to the client’s overall goals.