July 26, 2018

Estate Planning FAQs

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Estate Planning: How to Get Going and Why Not to Do It Yourself

Webinar on Demand

Statistical studies show that 55% of Americans die without a will or estate plan.  This free program informs the non-lawyer public how to start estate planning (wills, powers of attorney and trusts) by providing a set of practical first steps.  Our panel of lawyer and trust officer experts will also explain why simply signing a will or power of attorney with a “do it yourself” plan may actually be worse than doing nothing, costing a “special needs” family member the loss of government benefits or resulting in an ex-spouse inheriting assets. The program is intended for the general public and does not require a background in the law of wills or trusts or tax.

Moderator:

Panelists:

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Click on this link to listen Webinar originally recorded on October 23, 2014. This webinar will expire in November 2016.

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Common Questions About Estate Planning

Estate Planning Overview

An Introduction to Wills

Frequently Asked Questions about Wills

Types of Non-probate Property

Revocable Trusts

Power of Attorney

Questions Regarding Power-of-Attorney

State Laws Vary

Living Wills, Health Care Proxies, and Advance Health Care Directives

Questions Regarding Living Wills

The Probate Process

Planning With Retirement Benefits

Guidelines for Individual Executors and Trustees

The Lawyer's Role and "Do It Yourself" Estate Planning

Asset Protection Planning

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Disclaimer

The materials on this website are provided for informational purposes only, do not constitute legal advice, and do not necessarily reflect the opinions or views of the American Bar Association, the Section of Real Property, Trust and Estate Law or any member of the Section. Transmission of the information is not intended to create, and receipt does not constitute, an attorney-client relationship between any attorney and any other person, group or entity. No representations or warranties whatsoever, express or implied, are given as to the accuracy or applicability of the information contained herein. No one should rely upon the information contained herein as constituting legal advice. The information may be modified or rendered incorrect by future legislative or judicial developments and may not be applicable to any individual reader’s facts and circumstances.