Planning for a disability should be part of any discussion during estate planning. This course addresses topics that should be a part of this conversation. These include Powers of Attorney, and the possible inclusion of enabling the agent to make gifts of the principal's property and beneficiary designations. The course also involves discussion of the estate plan as a living document that needs regular review and updating. A discussion of various trusts is included. Originally presented as part of the
Estate Planning for the 99%.Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Planning for a disability should be part of any discussion during estate planning. This course addresses topics that should be a part of this conversation. These include Powers of Attorney, and the possible inclusion of enabling the agent to make gifts of the principal's property and beneficiary designations. The course also involves discussion of the estate plan as a living document that needs regular review and updating. A discussion of various trusts is included.
L. Kaye DeSelms Dent, Dent Law Offices, Ltd., Effingham
Expires: 1/1/26
