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Anatomy of an Estate Plan

Do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.
  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-03
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Description

Recorded: February 16, 2018

Anatomy of an Estate Plan
Do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them.
Carrie A. HarringtonLevenfeld Pearlstein, LLCChicago

Materials

Available only for members that have purchased this product.

  • Program Materials
    Anatomy Of An Estate Plan
e-learn
$59.00 or 0.75 credits

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-02
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Client Intake & Communication in Estate Planning Category: Estate Planning & Probate, Ethics & Professional Responsibility, Practice Basics, Online Content, Programs, Estates & Trusts

Deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-04
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Wills Overview Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Review the essential provisions and important aspects of wills. Drafting considerations will also be discussed. Sample forms are provided. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-05
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Trusts Overview Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Start with a review of the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients. Sample forms are provided. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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