A NY Attorney’s Estate Planning Guide for Advisors

Estate planning is no longer just about legal documents—it’s a strategic imperative for financial advisors who want to protect client assets, deepen relationships, and grow multigenerational trust. In this exclusive webinar, a seasoned New York estate litigation attorney, David C. Sieling Partner at Brenna Boyce PLLC, will share practical, litigation-informed insights to help advisors proactively guide clients through complex estate planning scenarios.

You’ll learn how to identify red flags, preserve AUM through smart planning, and stay compliant when navigating sensitive legal boundaries. Plus, we’ll explore how to use estate-focused discovery to unlock new opportunities and reinforce your role as a trusted advisor.

This session will equip you with tools to support legacy-building with confidence and stay out of legal trouble while doing it.

In This Webinar, You’ll Learn:

• How to recognize and prevent common estate disputes before they arise
• Strategies to preserve AUM during and after a client’s passing
• What you can and cannot do as an advisor under NY UPL laws
• How to use discovery to identify legal risks and unlock cross-sell opportunities
• The benefits of collaborating with attorneys using Trust & Will’s compliant framework