Millennials are the new “coming of age” group. The decisions they make now will affect their future in dynamic ways. As such, estate planning is important for millennials given that they will make several decisions in the present time that will set the stage for the rest of their lives, including:
- Marriage
- Choosing a profession/job
- Side investments
- Retirement savings
Estate planners can serve as significant resources for millennials and can help guide them in making these decisions so they can prepare adequately for the future.
In this practical webinar, you will receive a detailed overview of estate planning specifically for millennials, including:
- Why estate planning is essential for millennials
- Why it is essential for attorneys, young and old, to address this group now rather than after it is too late
Upon course completion, you will be able to:
- Outline the major life altering decisions millennials are making now and how they tremendously affect their retirement and estate plan.
- Identify planning considerations that millennials should consider and plan for when making such decisions.
- Determine the basic estate planning tools that are amenable to millennials and when/how each one can be appropriate at each stage of life.
- Address various stages in life and how to help guide millennials into a proper estate plan as their families, businesses, and wealth grows.
Jeffrey S. Pozzuolo
Pozzuolo Rodden, P.C.
Jeffrey Pozzuolo, Esquire JD, MBA, LLM in Taxation, practices in the areas of estate planning and business transaction law. For estate planning, he has planned for and administered estates ranging from a tens of thousands to tens of millions of dollars. He understands difficulties both smaller and larger estates face and has a wide knowledge of both common place and more sophisticated estate planning tools. For business transactions he has transacted over $75-$100 million in business purchase/sales transactions, real estate transactions, starting and closing businesses/entities, loans deals, employment contracts, severance contracts, procurement agreements, and other areas. He applies his business and legal breadth to find practical solutions to make deals work and provides value added to his clients. Mr. Pozzuolo obtained his JD/MBA and LLM in Taxation from Temple University’s Beasley School of Law and Fox School of Business.
CLE Credits (Law)
| Credit | Value | Type | Format |
|---|---|---|---|
In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.
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Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?
In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.
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Sebastian L.