Oct

    Lifetime Issues, Gathering Information, and Planning for Disposition of Property

    Moses & Singer LLP, 6 PM GMT

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of advanced directives. Then, they will explain the fundamentals of preparing and executing basic estate planning documents, including wills, trusts and related documents. Next, they will discuss fiduciary selection concerns and explore administration issues. Finally, our speakers will wrap things up by tackling some of the ethical issues related to estate planning.


    Whether you are new to practicing estate planning or simply want a refresher course, this program contains all of the practical information you need to know.

    Session Description

    · Health care decision making and property
    management
    · Durable powers of attorney, health care
    proxies, living wills, and designations of
    bodily remains
    · Interview process – people
    · Interview process – property
    · Competency issues
    · Creditors and other client obligation issues
    · Lifetime gifting considerations

    $0
    NON-MEMBERS
    $0
    MEMBERS
    $0
    SECTION MEMBERS
    Register Now *Additional discounts may apply at checkout

    Log In to view your rate

    Lifetime Issues, Gathering Information, and Planning for Disposition of Property

    Event Details

    Format

    In-Person

    Date

    Oct 07, 2015

    2015-10-07T18:00:00 2015-10-07T20:30:00 Lifetime Issues, Gathering Information, and Planning for Disposition of Property

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of advanced directives. Then, they will explain the fundamentals of preparing and executing basic estate planning documents, including wills, trusts and related documents. Next, they will discuss fiduciary selection concerns and explore administration issues. Finally, our speakers will wrap things up by tackling some of the ethical issues related to estate planning.


    Whether you are new to practicing estate planning or simply want a refresher course, this program contains all of the practical information you need to know.

    Session Description

    · Health care decision making and property
    management
    · Durable powers of attorney, health care
    proxies, living wills, and designations of
    bodily remains
    · Interview process – people
    · Interview process – property
    · Competency issues
    · Creditors and other client obligation issues
    · Lifetime gifting considerations

    Moses & Singer LLP

    Related Products

    Related On-Demand CLE