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Closed Captioned.
Estate planning is rife with delicate situations. As lawyers, it is our job to be "gloom and doom in the room." We need to ask the hard questions and plan for the worst-case scenarios. This can be especially difficult in estate planning since it involves leaving hard-earned assets to cherished and beloved relatives. If we are going to protect those assets as we are hired to do, we must ask the tough questions, including questions about the ability of the testator's children to take care of themselves after our client dies.
Experienced professionals will provide you with specific strategies for eliciting information at the client intake, how to discuss delicate and emotionally charged possibilities and planning techniques that will care for the testator's loved ones while protecting their assets.
Plus, an in-depth look at:
���Questions to ask at the client meeting that will help you elicit the most accurate information.
���Drafting strategies that will protect assets from creditors and former spouses.
���Pros and cons to various trustees including banks and siblings.
���Transfer on death deeds "TODD" and life estates ��� how to use them to your clients' best advantage.
���Retirement accounts ��� when to change the beneficiaries and pitfalls to avoid.
GP2104EPDOLC
60
4/13/2021 12:00:00 AM
Publications | Book
Model Rules of Professional Conduct, 2024 Edition
Publications | Book
The Paralegal's Guide to Professional Responsibility, Sixth Edition
Publications | Book
Lessons Learned from a Life on Trial: Landmark Cases from a Veteran Litigator and What They Can Teach Trial Lawyers
Jul
18
Events | Webinar
Legal Leadership Essentials: Secrets of Highly Engaged Teams - Commitment, Accountability, and Results [CC]
CLE 60 min
Explore the secrets of high-value legal teams! Learn how to empower team members, boost performance, and navigate change with resilience and collaboration.
Jul
16
Events | Webinar
Elder Law and Special Needs Planning Group
Kathryn Maloney, President of Advocacy Trust will present on "Special Needs Trust Administration -- A Corporate Trustee's Perspective."
Jun
28
Events | Webinar
Matrimonial Law for T&E Lawyers - Series Registration
This series will explore the intersection of trusts and estates with matrimonial law. Each panel in this four-part series will consist of a Trusts and Estates lawyer and a Matrimonial lawyer discussi…