• Course Book

Coordinating Clients’ Powers of Attorney, Advanced Directives and Wills and Trusts

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Available: In Stock
Price: $69.00

About

Get the tools and advice you need to ensure that your clients’ estate documents work together and you create an estate that will adapt to your client’s changing needs.

Summary of Contents

Key Elements of a Complete Estate Plan Overview
Lifetime Planning
Checklist for Update 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: 10/1/2017
Pages: 258
Size: 8.5x11