This course discusses the basic documents required when developing and estate plan for clients with small and less complex assets. In addition to outlining the basic documents you must work with, the course also touches on dealing with real estate and presents documents related to that. 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
This course discusses the basic documents required when developing and estate plan for clients with small and less complex assets. In addition to outlining the basic documents you must work with, the course also touches on dealing with real estate and presents documents related to that.
Paul O'Keefe, O’Keefe Law Office, Chicago
Expires: 1/1/26