Planning for When the Circle of Life Begins to Close

The Dallas Jewish Community Foundation and Southwest Community Foundation’s Professional Advisors Seminar
  • Date & Time
    September 20, 2023
  • Location

    Dallas, TX

  • Event Type
  • Add to Calendar Disabled
Tom Abendroth will present at the 28th Annual Professional Advisors Breakfast Seminar on September 20, 2023.

Estate plans are not static, but rather change and evolve throughout a client’s life.  Tom will focus on important issues to address for older clients, including disability planning, competency issues, providing for grandchildren, dealing with special “legacy assets” like a family vacation property, and getting one’s affairs in order to simplify post-death administration.


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