A discussion of the building blocks of an estate plan and factors to consider when developing one for a client.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
A discussion of the building blocks of an estate plan and factors to consider when developing one for a client. Topics include considerations underpinning the plan, use of revocable and irrevocable trusts, minimizing tax consequences for beneficiaries, approaches to funding trusts, and developing trends in estate planning.
Agnes Ptasznik, J.D., LL.M., Chuhak & Tecson, Chicago
Program date: 10/18/2023
EXPIRES: 12/1/2025