Planning for Single Clients and Smaller Estates AND Planning for Married Clients and Larger Estates Out of Stock
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March 2012
Segment 5 of Estate Planning Basic Skills 2012
Planning for Single Clients and Smaller Estates AND Planning for Married Clients and Larger Estates
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:
Planning for Single Clients and Smaller Estates
- Widows and widowers
- Divorced clients
- Unmarried couples
- Using contingent trusts for children or grandchildren
- Considerations when planning the smaller estate
- Elderly clients
Presented by Patrick M. Plank, Esq.
Planning for Married Clients and Larger Estates
- Yours, mine and ours: Second marriages and blended families
- Using contingent trusts for children or grandchildren
- Planning for problem adult children
- Non-tax considerations when planning the larger estate, such as distributions of business interests, etc.
- Which tax apportionment clause is appropriate
- Married with children
Presented by Laurie A. Hunter, Esq.
Questions to Afternoon Faculty and Roundtable Discussion
Panel Moderator: Mark D. Masters, Esq.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $79.00 USD
- Member Price $59.00 USD
- General Credits 2.00
- Ethics Credits
- EDI Credits