Jul

    Understanding the Complexities of Estate Planning: Top Ten Issues to Consider[CC]

    1 PM EDT

    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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    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

    Event Details

    Duration

    90

    Format

    Web

    Date

    Jul 13, 2020

    2020-07-13T13:00:00-04:00 2020-07-13T14:30:00-04:00 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.

    Sponsors

    American Bar Association

    Panelists

    Bernard A Krooks

    Dora D Moats

    Robert Fleming

    Moderators

    MCLE Information

    The ABA will seek 1.50 general credit hours in 60-minute-hour states, and 1.80 general CLE credit hours in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

    View - MCLE Details

    Deaf/Hard of Hearing Attendees

    CART (Communication Access Realtime Translation) service provides instant accessibility for the deaf and hard of hearing by delivering the spoken word as a realtime stream of text. CART service for this program is firewall-friendly and works in almost any network environment with Internet access, and is compatible with all major web browsers.

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