Join Rebecca and Marty as they “shoot it out” to help you compare and contrast various jurisdictions’ statutory, taxation and investment platforms for your clients. Understand the challenges and opportunities when engaging your clients in planning outside of their current state of residence. Do you include jurisdictional selection planning in your practice by partnering with experts, holding yourself out as the expert, or, do you ignore it all together?

(Purchase of this product will include the video presentation, the audio presentation, and a pdf copy of the presentation.)

Presented by Rebecca Haines, Esq. and Marty Oblasser, Esq.