Asset preservation is a creative practice that requires weaving together a number of different alternatives for clients depending on their goals and circumstances. Back by popular demand is a panel discussion that puts it all together with case studies for spend-down strategies. The panel will discuss three scenarios: No POA, Standard POA, and a robust POA.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving.