The Associate’s Guide to Estate Planning

Accreditation Wreath Icon AL
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Learn the basics of estate planning from the typical documents in an estate plan to practical pointers in estate plan drafting so that you can anticipate your clients’ needs. This informative CLE course, perfect for novice attorneys looking for a first primer to those looking to brush up on the essentials, will explain each of the documents required, address the methods for passing property in the case of death and how these different methods may impact one’s plan, positively and negatively.

The course will address intestacy laws and the creation of an estate tax efficient plan including typical trusts, factors that may affect the design of a trust and non-tax issues that should be considered.

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