Advisor Education Center
Welcome to the Patel & Associates advisor education page. We use this site as an opportunity to be a resource to financial professionals in the everchanging areas of estate planning law that we specialize in. Please select a category from the left menu to view our content. Thank you for visiting.
Description: Presented by: Jeffrey Matsen, Mark Monasky, and Carl Waldman * How to relate to, understand and deal with the asset preservation concerns of business owners, physicians and other professionals. * The “ins and outs” of creditor claims.