Estate Planning: Five Cautionary Tales

Everyone knows they need an estate plan. Even if you have one, though, it’s important to be aware of what can go wrong. Laura will share eye-opening scenarios to help you review your own estate plan through a slightly different lens.

Laura McKnight | Creative Planning

Laura McKnight serves as the Managing Director of Practice Development, helping extend the firm’s services into specialized industries and other trusted networks where clients have distinctive needs, such as business ownership, aviation, law enforcement, dentistry, professional sports and entrepreneurship.

Laura began her career practicing tax, corporate and estate planning law. Thereafter, spent six years leading business development and market expansion efforts as the president and CEO of a large community foundation that managed more than $5 billion in assets. In 2012, Laura took on the role of CEO at a private equity firm that administered nearly $8 billion in donor-advised fund assets on its SaaS platform before later facilitating the company’s sale to another private equity-owned company.