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

This program provides practical information including:

  • 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