Pierce Atwood Trusts & Estates attorney Bonnie Ball Wahrer will discuss effective and efficient estate planning strategies to transfer real estate to future generations, and warnings about some common strategies that should be avoided. Click here for additional information.
Bonnie Ball Wahrer represents individuals, families, fiduciaries, and institutional clients in all aspects of trust and estate planning, administration, controversy, and probate litigation.
The MEPC is an interdisciplinary group of estate planning professionals - attorneys, certified public accountants, certified financial planners, chartered financial consultants, chartered life underwriters, and trust officers - that meet regularly to enhance their professional skills through education and peer interaction.
The CFA Institute engages with the investment industry to advance ethics, market integrity, and professional standards of practice.