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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-03
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Anatomy of an Estate Plan Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-02
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Client Intake & Communication in Estate Planning Category: Estate Planning & Probate, Ethics & Professional Responsibility, Practice Basics, Online Content, Programs, Estates & Trusts

Deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-08
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Essential Estate Tax Traps to Avoid Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Focus on common estate planning mistakes that we should all avoid and cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-01
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Everyday Mistakes in Estate Planning Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Walk through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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