• Course Book

Coordinating Clients’ POAs, Advanced Directives and Wills & Trusts

Available: In Stock
Price: $69.00
Item Code: 09053-BK


Geared to the general probate and estate law practitioner, discover the tools you need to ensure that all your clients’ estate documents work together. Gain advice on creating an estate plan that will adapt to your client’s changing needs.

Summary of Contents

Key Elements of a Complete Estate Plan Overview
Lifetime Planning
Checklist for Updating Your Power of Attorney (“POA”) Templates
Powers of Attorney after Act 95
Sample Power of Attorney Form
Special Needs Trusts: An Overview for Financial and Legal Professionals
Fixing Broken Trusts with the Uniform Trust Act Tool Kit
PowerPoint Slides

Published: 10/1/2015
Pages: 258
Size: 8.5x11