Apr

      13

      Estate Planning for the Dysfunctional Adult Child [CC]

      1 PM EDT

      Seasoned attorneys and an experienced accountant will discuss how to protect a testator's assets when an adult child suffers from addiction, is out of work, is unhappily married or is in another similarly difficult situation.

      Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2022

      1.00 total credit hours including

      • Substantive Law

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/30/2023

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        10/12/2022

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2022

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2022

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        06/30/2021

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        04/12/2024

      1.20 total credit hours including

      • General

        Status:

        Self apply

        1.20 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.20 total credit hours including

      • General

        Status:

        Applied for

        1.20 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

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        Available for credit

        1.00 credit hours

        Available until:

        04/12/2024

      1.20 total credit hours including

      • General

        Status:

        Reciprocity

        1.20 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2026

      1.00 total credit hours including

      • Areas of Professional Practice

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        Approved

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

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        Available until:

        04/12/2024

      1.00 total credit hours including

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        04/12/2024

      1.00 total credit hours including

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        Approved

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        04/12/2024

      1.00 total credit hours including

      • General

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        Applied for

        1.00 credit hours

        Available until:

        12/31/2021

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • Substantive

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        1.00 credit hours

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        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        04/12/2023

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

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        Available until:

        10/31/2021

      1.00 total credit hours including

      • Law & Legal Procedure

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        1.00 credit hours

        Available until:

        04/12/2026

      1.20 total credit hours including

      • General

        Status:

        Applied for

        1.20 credit hours

        Available until:

        04/12/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2022

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        04/12/2024

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      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.

      Event Details

      Duration

      60

      Format

      Web

      Date

      Apr 13, 2021

      2021-04-13T13:00:00-04:00 2021-04-13T14:00:00-04:00 Estate Planning for the Dysfunctional Adult Child [CC] Seasoned attorneys and an experienced accountant will discuss how to protect a testator's assets when an adult child suffers from addiction, is out of work, is unhappily married or is in another similarly difficult situation.

      Sponsors

      Senior Lawyers Division
      Solo, Small Firm and General Practice Division

      Panelists

      Kenneth A Vercammen

      Robert Lawton Jr

      Moderators

      Kari M Petrasek

      Additional Files & Links

      MCLE Information

      The ABA will seek 1.00 general CLE credit hours in 60-minute-hour states, and 1.20 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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