Collaboration of the Estate and Financial Planning Team

February 7, 2017

Hot Topic Webinar

Sponsored by InterActive Legal and Purposeful Planning Institute*

Presented by Martin Shenkman, Esq. and John Warnick, Esq.

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Collaboration between the members of the estate and financial planning team will provide better results for clients, more networking for advisers, reduction in liability exposure for advisers, and more. Planning frequently involves multi-disciplinary, multi-faceted issues that a team can address better than any one expert alone. What are the impediments to effective collaboration? Why does collaboration not happen as often as it should? What do your colleagues have to say about collaboration? Comments from interviews of two dozen colleagues are integrated in to the presentation. What can wealth advisers, CPAs and attorneys each do to foster more and better collaboration?

*The Purposeful Planning Institute (PPI) is a learning center for professionals interested in exploring best practices for legacy families and families in business.  PPI is the largest and most diverse learning community of its kind and it exemplifies a unique spirit of professional collaboration.  For more information, or to become a member, please visit


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