Post-Death Estate Fixes

This course examines post-death “fixes” to resolve various estate planning issues. The program explores actions that can be taken during the estate administration process to address unforeseen issues with the decedent’s estate plan. The course concludes by describing ways in which to plan during life to avoid such issues and maximize flexibility after death.

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

SKU: P9004-24R-06B

$60.00 or 1.00 credits

Qty: decrease increase

Soffia Keuhner Gray, McDermott Will & Emery LLP, Chicago

EXPIRES: 7/1/26

Overview
Specifications

Soffia Keuhner Gray, McDermott Will & Emery LLP, Chicago

EXPIRES: 7/1/26

Products specifications

Program Date	6/7/24

Customers who bought this item also bought

Introduction to IRAs

P9004-24R-08A

This course helps estate planners understand and advise on a variety of topics impacting nearly all clients with Individual Retirement Accounts. Topics addressed include tax deferral during the owner's lifetime, required minimum distributions, qualified charitable distributions, beneficiary selection and designations, spousal rollovers, and inherited IRAs.

$60.00

Close up of two people exchanging a document

Introduction to Illinois Estate and Trust Administration

P9004-24R-09A

This course provides an overview of the estate and trust administration process in Illinois, from client intake to closing the estate or trust. It is tailored to attorney’s who have been licensed for 0-5 years, with more focus on the simpler estate and trust administration scenarios.

$60.00

Post-Death Administration: An Overview of the Process and Best Practices

P1904-23R-05

As an estate planner, your focus is on how your client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate? Originally presented as part of the Estate Planning for the 99%.

$60.00