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Successfully Transferring Wealth to the Next Generation 2023 - 1 CLE


Wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your client’s assets to have. This seminar helps attorneys understand why family wealth transfers can fail, how to avoid mistakes and how open communication between family members may lead to successful transfers of wealth.


Nicole C. McGoff, CDFA

Merrill Lynch Wealth Management, Indianapolis

David Ghormley, CFA

MFS Investment Management, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE


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