Investing in Well-being: Covid, Death, & Taxes - Young Lawyers, Make a Plan! [CC]

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    Get tools to help prepare for unwelcome life events.

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    Finances are consistently a leading source of stress for American households—especially for young professionals like lawyers burdened with overwhelming student loan debt. The ability to meet financial goals and needs determines an individual's financial health and future. Financial health affects many aspects of personal well-being and contributes to overall health and happiness.

    The best time to plan for bad news is prior to crises, with foresight and a clear head. Death is guaranteed. An orderly transition is not. Many young lawyers mistakenly assume that they have decades to go before estate planning. Covid awakened many.

    The need for that plan often emerges by surprise with financial and medical decisions become necessary.  How will loved ones be cared for? What about property? Taxes? Debts like student loans? Your law practice? By the end of this session, you will have an elementary idea of: why you might start to plan NOW, what an estate plan might include, issues to spot, what facts in your life are relevant, which advisors play what roles, questions to ask of your advisors, and how planning can lead to LESS STRESS and anxiety.

    Event Details






    Mar 24, 2021

    2021-03-24T13:00:00-04:00 2021-03-24T14:00:00-04:00 Investing in Well-being: Covid, Death, & Taxes - Young Lawyers, Make a Plan! [CC]

    Get tools to help prepare for unwelcome life events.


    Section of Real Property, Trust and Estate Law

    Section of Taxation


    Melisa Seyhun

    Rene Morency


    MCLE Information

    The ABA will seek 1.00 Wellness CLE credit hours in 60-minute-hour states, and 1.20 Wellness CLE credit hours in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

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