Assets that Pass Outside Wills and Trusts

The death of a client is the true test of how all the estate planning plays out. Understanding the nuts and bolts of the estate administration process can help you anticipate potential problems in your drafting. Cover how the attorney can help with the estate settlement responsibilities, tasks that will need to be completed and considerations for post-mortem tax planning.

Walk through the forms involved in estate planning, their purposes, and why you need to understand them.

Examine the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients.