Search

Know Your Tool Kit: How Estate Planners Can Address Select Guardianship and Public Benefits Concerns - Webcast Replay

As life “happens” to our aging clients, their needs can change in unimaginable ways. Sometimes, they need protection from bad actors. Sometimes, they unwittingly become a bad actor. Sometimes, they have caregiving needs at great expense. This session will cover the legal rules that you will face and the solutions you can offer when protecting clients in some of these circumstances.

Live Webcast Replay on Friday, April 29, 2022 from Noon to 1:00 PM
Originally part of the 64th Annual Estate Planning Short Course
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-21E-08WR
$80.00 or 1.00 credits
decrease increase
Share

Live Webcast Replay on Friday, April 29, 2022 from Noon to 1:00 PM

Faculty: 

Ray J. Koenig III, Clark Hill PLC, Chicago

Ben A. Neiburger, Generation Law Ltd., Elmhurst   

Expires: 5/1/2023

Live Webcast Replay on Friday, April 29, 2022 from Noon to 1:00 PM

Faculty: 

Ray J. Koenig III, Clark Hill PLC, Chicago

Ben A. Neiburger, Generation Law Ltd., Elmhurst   

Expires: 5/1/2023

Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Customers who bought this item also bought

Estate Tax Apportionment: Who Bears the Burden of Paying the Tax?

P2121-21E-04
Focus on drafting tax apportionment clauses and how the standard clause can have unintended consequences if not discussed with the client. We will review several examples to demonstrate how a standard apportionment clause, or a lack of any direction as to the payment of estate taxes, could impact the ultimate distributions under an estate plan.
$80.00

Educating the Guardian

P9007-21E-12
You filed the petition, presented the medical report and got the guardian appointed. So, what’s next? The best way to make sure that things go smoothly in court for the duration of the guardianship is to do a good job educating the guardian. If the guardian understands the budgeting process, basic accounting principles and the role of the court, things are likely to go well. If they don’t, you can expect to be over budget and trying to explain how things went wrong to the judge. This presentation will review some common misunderstandings that guardians have about the process and discuss strategies to help the guardian stay on track.
$80.00

Client Intake & Communication in Estate Planning

P1904-21E-02
Explore the art 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.
$60.00
Filters
Sort
display