Sometimes, a client may fall ill unexpectedly and not have a plan in place for their estate. When this happens, you want to be prepared to act quickly on behalf of your client. This course will explain all the issues to consider, both pre and post-mortem, such as:
- Capacity and privacy
- Necessary documents
- Drafting issues
- Beneficiary designations
- Elections by the executor
- Rules of professional conduct
and so much more! - Including one integrated ethic credit!
Join our panel of experts and receive answers to all of your questions as they lead an interactive discussion about practical challenges and solutions.
Recorded in January 2023.