Webinar/Podcast 180: Overlooked Estate Planning Questions That AI Does Not Address

o Topic: The Most Important and Overlooked Estate Planning Questions That AI Does Not Properly Address o Date: Thursday, September 24th 2026 o Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management (Questions? Comments? Contact: Jonathan@ParkBridgeWealth.com) o Speakers: Avi Z. Kestenbaum, Esq., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP o Webinar Description: This program explores the most important and consistently overlooked estate‑planning questions that AI fails to address with real‑world nuance including: • How to structure trust distribution standards •Choosing the right trustees and executors •Avoiding common planning mistakes •Determining appropriate fiduciary compensation •Evaluating when corporate, out‑of‑state, or foreign trusts make sense. •Optimal ages for beneficiary control •Selecting guardians and agents for powers of attorney and healthcare proxies •How to assess the value and cost of estate‑planning professionals. Attendees will gain practical, experience‑based guidance on the decisions that shape outcomes far more than documents alone.