Thank you to everyone who joined us for our timely and informative presentation, “Where Is the Stock Market Heading?” Join us for our final free event in the Summer Series open to the public to learn how to have the kind of conversations every family should be thinking about.Building Your Castle: A New Perspective On Wealth Transfer and Charitable Giving.
August 19, 2020, 5:30 pm
Christian S. Kelso, Esq.,
Farrow-Gillespie Heath Witter LLP
Well known estate planning attorney Christian Kelso will incorporate compelling examples from history and philosophy to provide a greater depth of understanding. Building Your Castle will serve as a bridge between the rigid legal world of estate planning and the emotional world of family relationships.
In addition, Building Your Castle also addresses issues such as when to speak with children about family wealth, how to deal with children's spouses, and how to prepare for incapacity of a patriarch or other family member. At the center of this program is the family meeting, which promotes a holistic, goal-oriented approach to the management, preservation, and transfer of family wealth.
Christian’s quirky, academic, and fun style turn a subject most people find boring and difficult into something approachable, enlightening, and easy to learn.
Don’t miss out!