Session 1: Guiding Clients Toward Positivity in Wealth and Inheritance Planning
This session will demonstrate how positive psychology can facilitate wealth and inheritance planning as part of the framework for a family’s well-being and encourages family members to flourish. The session will also address what planning approaches should be avoided. Conditional inheritances and incentive trusts can be perceived as manipulative and controlling. Learn the significance of navigating clients away from utilizing tactics that can negatively impact the inheritor.
Richard S. Franklin, Washington, DC
Marjorie J. Stephens, Dallas, TX
Recorded at the
2019 ACTEC Fall Meeting