- Explore each step of the estate planning process, from the initial client interview through execution
- Sort through the complexities of the estate planning process from choosing a fiduciary, beneficiary designations, making charitable contributions and special needs trusts
- Examine common pitfalls such as failing to consider tax consequences, inconsistent beneficiary designations and not reviewing an existing will or trust
- Discuss the key elements that make-up a complete estate plan from which documents to draft, spousal distributions, handling minor beneficiaries and more!
Recorded during a live webcast in June 2018.