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Estate Planning – Basics and Future Trends

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
Provider: IL NAELA
SKU: NAELA2400-R
$60.00
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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

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

Products specifications
CategoryPractice Basics
Products specifications
CategoryPractice Basics
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