The Planning Process; The Drafting Process AND Execution of Documents and Follow-up Issues Out of Stock
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March 2012
Segment 3 of Estate Planning Basic Skills 2012
The Planning Process; The Drafting Process AND Execution of Documents and Follow-up Issues
Accrediation Information:
To submit this presentation for CLE credit you MUST use the following title on your homestudy affidavit Estate Planning Basic Skills 2012
Presentation:
The Planning Process; The Drafting Process
- Designing a practical plan to carry out the client's wishes, while minimizing taxes and administrative costs
- Nuts and Bolts I: Statutory requirements and elements of a good dispositive document
- Nuts and Bolts II: Disposing provisions, selecting fiduciaries, etc.
- Coordinating will provisions with other estate planning documents and nonprobate assets
- Common drafting problems and errors
Execution of Documents and Follow-up Issues
- Ensuring proper execution
- Asset balancing
- Changing beneficiary designations and retitling assets
Presented by Frank T. Hill, Esq., and Constance Beck Wood, Esq.
Questions to Morning Faculty and Roundtable Discussion
Panel Moderator: Mark D. Masters, Esq.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $15.00 USD
- Member Price $10.00 USD
- General Credits
- Ethics Credits
- EDI Credits