Be Prepared to Handle Every Aspect of Estate Plans

This comprehensive guide to estate planning offers tried and true drafting strategies for tax-efficient wealth transfer and precise implementation of grantors’ wishes. Save time and prevent future disputes with sample will and trust provisions and guidance from experienced estate planning practitioners. Register today!

Course Content

  1. Assessing the Case at Client Intake
  2. Choosing the Right Types of Ownership and Property Transfer
  3. Transferring Assets During Life
  4. Drafting Effective Wills
  5. Tax Planning for Trusts and Estates
  6. Planning for Incapacity and End-of-Life Decisions
  7. Common Trust Structures: When and How They’re Used, and Their Tax Consequences
  8. Legal Ethics in Estate Planning

Presenters

SCOTT M. NELSON

J. NOLAND FRANZ 

STEPHEN H. FRISHBERG

THOMAS J. MURPHY

This estate planning guide is designed for attorneys. It will also benefit estate and financial planners, trust officers, accountants and CPAs, paralegals, and tax preparers.