Common Estate Planning Gaps High-Net-Worth Families Should Review
Estate plans often look complete on paper, but gaps can open up as life changes. This webinar is for high-net-worth families who want to review whether their plan still reflects their current life, family, and financial picture.
Reserve Your Spot
Dina Megretskaia CFP®, EA, JD
Wealth Manager, Principal
$17.5B+
Assets Under Management (AUM)*
40+
Years of Industry Experience
11.2 yrs
Average Client Tenure*
What We’ll Cover
A Practical Look at Common Estate Planning Gaps
Gain a clearer picture of whether your current plan still reflects your intentions, your family, and your financial life.
A framework for reviewing your plan
Understand how estate planning fits into a coordinated financial plan, not just a set of legal documents.
Common planning issues to review
Explore common planning issues involving wills, trusts, probate, beneficiary designations, and key decision-making roles.
A starting point for next steps
Leave with a clearer sense of what to review now, where gaps may exist, and how a Modera advisor can help you address them.
Reserve Your Spot
Meet Our Speaker
Dina Megretskaia, CFP®, EA, JD Wealth Manager and Principal at Modera
This webinar will be led by Dina Megretskaia, Wealth Manager and Principal at Modera. She brings an uncommon combination of credentials to this topic, as a CFP® professional and Enrolled Agent, with a law degree and a tax law certificate. Her background gives meaningful insight into how estate planning decisions may connect across financial, tax, and legal considerations.
See Where Your Plan May Need a Second Look
High-net-worth families often already have estate documents in place. This webinar can help you review whether your plan still reflects your current wishes, family structure, and broader financial life.
June 17, 2026 | 12:00 PM ET
Attend Our June 17 Webinar
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