Fundamentals of Estate Planning – practical tips for private banking practitioners

We are excited to co-host an in-person event with STEP (Society of Trust and Estate Practitioners) on Fundamentals of Estate Planning. Speakers will provide tips to private banking practitioners, including intestate versus death with a will, probate administration procedures, how assets held globally may be impacted and the use of a trust as a wealth planning tool and its interplay with a will .

All PWMA members are cordially invited to participate in this event on Thursday, 30 November 2023. The event will be in hybrid format, with an in-person option at the UBS office in IFC or virtual through Zoom. For the in-person option, seats are limited and are on a first-come-first-served basis.