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Post-Mortem Planning: Navigating Unimplemented Estate Plans After Death

Even the most meticulously crafted estate plan is ineffective if left unimplemented by the client prior to their passing. This session provides a practical guide for attorneys on managing unexecuted estate plans post-mortem. Explore the legal and procedural steps to address gaps, mitigate potential conflicts, and honor the client's intent. Topics include probate strategies, tax considerations, and working with heirs to achieve equitable outcomes. Learn how to turn challenges into opportunities for resolution and ensure a smooth estate administration process.Originally presented as part of Estate Planning Short Course 2025.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-25R-04B
$65.00 or 1.00 credits
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Expires 05/01/2027

Even the most meticulously crafted estate plan is ineffective if left unimplemented by the client prior to their passing. This session provides a practical guide for attorneys on managing unexecuted estate plans post-mortem. Explore the legal and procedural steps to address gaps, mitigate potential conflicts, and honor the client's intent. Topics include probate strategies, tax considerations, and working with heirs to achieve equitable outcomes. Learn how to turn challenges into opportunities for resolution and ensure a smooth estate administration process.
Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville 

Expires 05/01/2027

Even the most meticulously crafted estate plan is ineffective if left unimplemented by the client prior to their passing. This session provides a practical guide for attorneys on managing unexecuted estate plans post-mortem. Explore the legal and procedural steps to address gaps, mitigate potential conflicts, and honor the client's intent. Topics include probate strategies, tax considerations, and working with heirs to achieve equitable outcomes. Learn how to turn challenges into opportunities for resolution and ensure a smooth estate administration process.
Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville 

Products specifications
CategoryEstate Planning & Probate
Program Date05/06/2025
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