What Daily Money Managers Should Know About Estate Planning
Trace Brooks is the Founder and Managing Attorney of Brightside Estate and Elder Law. Trace founded Brightside Estate and Elder Law to help successful individuals and families protect their assets and build wealth through comprehensive tax and estate planning.
In addition to managing the firm, Trace teaches Wills, Trusts, and Estates as an Adjunct Professor of Law at the Georgia State University College of Law. Further, his research has appeared in several publications, including the prestigious ACTEC Law Journal. Trace is an active member of STEP, the Estate Planning and Elder Law Sections of the Atlanta Bar Association, and various other professional organizations.
Trace will join us for an informal, working-session style overview of estate planning from a Daily Money Manager’s perspective. We will discuss foundational estate planning principles, explore common problem areas, and address advanced topics. The emphasis is on practical awareness so you can better support your clients, coordinate with fiduciaries and professionals, and reduce friction and confusion.
