As shown in this CNBC article, there is much more to estate planning than meets the eye. That same article shows that our presenter, Marve Ann Alaimo, has the insight to help your estate plan succeed.
This presentation will review common planning practices that could later lead to family discord or even litigation and the proactive steps one can take to reduce these outcomes.
Marve Ann is a partner based in the Naples, Florida office who focuses her practice in estate planning and wealth preservation. She has nearly 20 years of experience in estate and charitable gift planning, probate and trust administration as well as estate and trust litigation and guardianship. Marve Ann focuses on conflict avoidance and cooperative problem solving as foundational elements of an estate plan, as family dynamicscan often complicate an already stressful time. She is a Florida Bar Board Certified Wills, Trusts and Estates lawyer and she has served as a Florida Supreme Court Certified Circuit Civil Mediator. In addition to representing private clients, Marve Ann has also represented local, regional and national charities, nonprofits, and both private and public universities in shepherding their charitable gifts.