Learn about unusual assets, like cryptocurrency, and how clients can own, title, and transfer them, along with related cybersecurity concerns. This course also covers electronic wills and issues related to remote witnessing, remote notarization, and custody of electronic documents.
What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.