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, learn strategies 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. Plus learn about effective communication techniques with and among the plan’s key stakeholders.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Faculty:
Fredrick B. Weber, Northern Trust, Chicago
Sheri E. Warsh, Levenfeld Pearlstein LLC, Chicago
Originally presented as part of the 64th Annual Estaet Planning Short Course 2021
Expires: 7/1/2024