Intricacies of Transferring Wealth

June 19, 2014
Fox Rothschild LLP, Primepoint and UBS
Primepoint2 Springside Road
Mount Holly, NJ 08060

8:30 a.m. to Noon

Join us for a half-day educational program offering insight into how to grow and preserve an estate for generations to come, as well as a discussion on some of the complexities and challenges of working with fiduciaries and beneficiaries. This seminar will feature presentations from Fox Rothschild Partners Jack Kolpen and Wendy Wolff Herbert as well as UBS Senior Vice President Cary Hall and will be moderated by Fox Rothschild Partner, Ian D. Meklinsky.

Part 1: Complexities and Challenges in Estate Administration
Fox Partners Jack L. Kolpen and Wendy Wolff Herbert highlight the frequently faced challenges of administering a decedent’s estate, including:

  • Determining rightful heirs and beneficiaries
  • Handling estate assets
  • Will contests and probate litigation

Part 2: The Art of Passing Wealth: Building and Preserving Your Legacy
Guest speaker Cary L. Hall Jr., Senior Vice President of Wealth Management at UBS, will discuss investment strategies for the growth and preservation of estates. Cary will showcase techniques that assist in divorcing yourself from negative emotions when investing and discuss common pitfalls to avoid to help wealth last for generations. He will also offer best practices for looking beyond the present and feeling confident about the future and vision of your legacy.

Click here to RSVP for this event.

For questions or more information contact Emilie Klenk at 215.299.2871 or [email protected].