Understanding the Complexities of Estate Planning: Top Ten Issues to Consider [CC]
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Understanding the Complexities of Estate Planning: Top Ten Issues to Consider [CC]
This webinar is designed to provide guidance on best practices for CPAs and attorneys working with clients to create wills, powers of attorney, and trusts.
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Closed Captioned. As reported in previous studies, more than half of all Americans do not have a will. Estate planning is very important to consider when addressing the unknown of healthcare issues and financial matters. A will is sometimes even more important for those who are single and childless, are a part of a blended family, or unmarried couples. Therefore, financial advisors and estate planners should ensure their clients are drawing up the essential documents to assist with a seamless transition when disaster strikes. Join expert attorneys as they discuss practical advice and 10 issues to consider when advising your clients.
Registrants will learn about:
- Giving strategies
- Drafting new and revising old trusts
- Planning for a senior surviving spouse
Product Details
Moderators
Panelists
Bernard A Krooks, Robert Fleming
Sponsors
American Bar Association
Product Code
CE2007FSCEPOLC
Duration
90
Publication Date
7/13/2020 12:00:00 AM