Heir Conditioning: How to Make an Inheritance Mean Something
Week 3 | M, Tu, W, Th | Hultquist 201B | Ages 40+
An inheritance can launch your family to achieve greater accomplishments, or it can destroy their lives. Learn about actual case studies and specific techniques to give meaning and significance to what you leave to your family. Create a legacy that will go on for generations — not used up in a year or less — using strategies like Family Mission Statements, "Incentive Trusts" and bonding activities which involve your entire family. Let's make it mean something!
Jack Alpern
B.A., J.D., The Ohio State Univ., post-graduate courses in basic and advanced estate planning, Case Western Reserve Univ. College of Law; 51 years practicing law and helping more than 3,400 clients plan their estates; featured presenter for the Salvation Army’s 2022 national webcast (continuing education for attorneys, CPAs and trust officers). Of counsel, Brennan, Manna & Diamond.
