Search

Managing Your Estate Planning Practice in a Virtual World

Connecting with clients and other professionals by phone or video conference has become the norm for most practitioners. A virtual estate planning practice presents new ethical concerns, security risks, and an increased likelihood of electronic wills. Learn how to effectively manage these new challenges.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
SKU: P9004-21E-05
$80.00 or 1.00 credits
decrease increase
Share

Faculty: 

Lorraine Cavataio, Sandberg Phoenix, O’Fallon
Steven L. Kriz
, Levenfeld Pearlstein, LLC, Chicago
Ray Prather, Prather Ebner LLP, Chicago   

Expires: 5/1/2023

Faculty: 

Lorraine Cavataio, Sandberg Phoenix, O’Fallon
Steven L. Kriz
, Levenfeld Pearlstein, LLC, Chicago
Ray Prather, Prather Ebner LLP, Chicago   

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

Walking Through the Preparation of an Estate Tax Return and a Gift Tax Return

P9004-21E-07
Take a look at the steps for properly preparing and filing estate and gift tax returns, including a review of valuation methods, valuation discounts, Section 2032A elections, Section 6166 elections, QTIP elections (including Illinois) and GST elections.
$80.00

The SECURE Act and other Recent Developments in Estate Planning for Retirement Assets

P9004-21E-09
The SECURE (“Setting Every Community Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act brought a sea change in estate planning for retirement benefits. Understand the latest developments with respect to retirement assets and other recent happenings in this area.
$80.00

Proper Care and Feeding of an Estate Plan: How to Prepare Better For Post-Death Administration of Estates and Trusts Long Before The Client Actually Dies

P9004-21E-10
Once estate planning documents have been signed and assets have been retitled, clients may feel like they are “finished” with their planning. Typically, they put their documents in a drawer and assume that their executor or trustee will deal with everything post death. Understand the importance of organizing and updating asset and liability information, share ideas for dealing with tricky assets and minimizing the risk of family conflict, and review the importance of documenting certain wishes that may not be expressly written into the will or trust. Learn about effective communication techniques with and among the plan’s key stakeholders.
$80.00
Filters
Sort
display