Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, was invited as a panelist at the Boston Estate Planning Council’s panel discussion that took place on January 23, 2014 in Boston about the issue of cognitive decline and how families can implement best practices now to ensure that their financial strategies, wealth transfer plans, and family relationships survive the impact of this devastating disease.
Other guest speakers included:
- Dr. Janice Funk, PhD, Director, Whittier Memory Clinic
- Steven M. Cohen, Esq., Pabian & Russell, LLC