Estate Planning Documents Refresher

A walk through each of the foundational estate planning documents, what they do, and what happens if a client does not have them. This session also includes a brief overview of the fiduciary qualifications and roles for each and the execution requirements for each document.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P1904-19E-01

$80.00 or 1.00 credits

Qty: decrease increase

Faculty:

Brooke A. Didier Starks, Meyer Capel, PC, Champaign

Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

Overview
Specifications

Faculty:

Brooke A. Didier Starks, Meyer Capel, PC, Champaign

Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

Products specifications

Program Date	12/9/2019

Products specifications

Program Date	12/9/2019

Product tags

Customers who bought this item also bought

Anticipating Conflict in Estate Administration: Plan for Tomorrow – Today

P1904-19E-06

What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.

$80.00

25 Common Estate Planning Drafting Issues: From Abatement to Validity (and Nearly Everything in Between)

P9004-20E-14

Learn how to address a variety of common drafting issues encountered by practitioners on a daily basis, including drafting tips to achieve clients’ desired results. Originally presented as part of the 63rd Estate Planning Short Course (2020).

$80.00

A Deep Dive On the Illinois Estate Tax

P9004-20E-04

Learn how the Illinois estate tax is really calculated and how prior gifts impact the calculation. You’ll also learn what is and is not deemed to be personal property in the estate of a non-resident decedent, and many other non-intuitive nuances regarding Illinois estate tax law.

$80.00