The Intersection of Life and Estate Planning

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On-Demand Video
---------- CLE 4 sub/0 eth PRICE Regular: $159.00
New Attorney: $80.00
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Examine issues that confront the estate practitioner

As an estate planning and/or estate administration attorney, you are helping people to plan for and to handle issues that arise with retirement, business succession planning, protection of assets and so much more. Although your expertise is in estate practice, you are constantly confronted with questions that arise from other intersecting areas of practice. Join an expert panel as they answer some of the most common questions you and your clients may face.

Family Law

Learn what you need to consider related to: Prenuptial Agreements as tools of planning; Trusts as a means of protecting assets in divorce; Guardianship and trust issues post-divorce; Marital Agreements and Wills.

Asset Protection

Examine Spendthrift Trusts; Asset Protection Trusts; Protection of IRAs; Bankruptcy Proceedings; Titling of Assets and Choice of domicile considerations.

The World of Insurance

Consider the insurance tools at an estate planner’s disposal, including: long term care insurance; what to look for in a policy; pros and cons of annuities; and how to read insurance illustrations.

Real Estate

Much estate planning involves real property. Hear about some of the things your clients may want to explore: reverse mortgages; 1031 Exchanges; RTT considerations associated with estate planning and testate and intestate transfers; title insurance considerations; and environmental concerns for fiduciaries.

Corporate Practice

Focus on closely held businesses and loan guarantees and their impact in estate planning and estate administration: Preserving the business and business insurance protections.

Recorded during a live webcast in August 2016.


No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.