Planning for the Generations

//Planning for the Generations

Planning for the Generations

Heinz Brisske and Katie May attended an Estate Planning, Elder Law and Special Needs Symposium in Denver on July 16 through July 18. The Symposium, an annual event sponsored by WealthCounsel, ElderCounsel and The Advisors Forum, is called Planning for the Generations because of its scope: the conference discusses and teaches planning strategies for clients of all ages and focuses on creating legacies that last for generations. Heinz attended courses at the Symposium that dealt primarily with Estate Planning and legacy creation, while Katie spent her time attending lectures and programs in the Elder Law and Special Needs areas of the practice. Both Heinz and Katie also used the time to share planning strategies with Estate Planning, Elder Law and Special Needs attorneys from around the country.