Credit: 0 Credit Hours Join us for a review of the types of assets, planning considerations and ownership structures that should help planners identify the nature of client’s assets, titling options, and beneficiary options.
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Sponsored by: Luncheon Programs Committee of the D.C. Bar Estates, Trusts and Probate Law Community Related Communities of Interest: all D.C. Bar Communities Speakers:
Matthew A. Grieb, CFP®, Raymond James
Brandon A.S. Ross, J.P. Morgan Private Bank
D.C. Bar Member
D.C. Bar Premium Community Member
D.C. Bar Regular Community Member
Law Student Community
Non Profit Attorney
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