AEP® and EPLS Forum - Back to the Future: The Central Role of Family Governance in Today's Estate Planning

AEP® and EPLS Forum - Back to the Future: The Central Role of Family Governance in Today's Estate Planning

ABOUT THE PROGRAM:

Before there were estate taxes, there was estate planning; but it was about the people, process, possessions, places, and THE FAMILY PURPOSE. Without shared purposes, there is often separation and conflict. Many estate planning strategies actually make family governance and harmony more difficult. Can planning help a family go from unhealthy independence to healthy interdependence and, at the same time, endow the process? The answer is "yes." Join us for this presentation and see how a "seven-step process to health family governance" can become a critical part of your practice and the success of your clients.

ABOUT THE PRESENTER:

Tom Rogerson, cofounder and CEO of GenLeg Co., is a recognized leader and pioneer in family governance and legacy planning. After four decades of introducing, creating, and delivering family legacy services at State Street Global Advisors, BNY Mellon, and Wilmington Trust, Tom stated GenLeg Co., Inc. He has now worked with over 270 families facilitating family meetings and creating within those families: a shared legacy vision and plan, transparent family trust and communication, a combined "familiness" culture and entrepreneurial mindset, a philanthropic vision, and next generation development. Tom collaborates with the client's advisor team to endow the family meeting process as part of the estate plan through guidance and education from one generation to the next.

LEARNING OBJECTIVES:

• Develop a better appreciation of the importance of family governance: what it is, what it looks like, and how it can become a part of your practice going forward
• Help you grow your practice by attracting and serving more high net worth families who need family legacy planning
• Learn how to collaborate with other advisors including a family legacy advisor as part of your estate planning team

A recording of this session will be available following the program in the private AEP Portal.  This event is a member benefit available only to active ​Accredited Estate Planner® designees and Estate Planning Law Specialist certificants.

REIGISTER HERE