• On-Demand Video

Drafting a Last-Minute Estate Plan for the Sick or Dying Client 2023

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On-Demand Video

---------- CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


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
  • Guardianship
  • 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.

Practice Areas


Jennifer Lynn Damelio Esq. Friedman Schuman PC
Charles B. Hadad Esq. The Lynch Law Group
Nicole Labletta Esq. LaBletta & Walters LLC
James J. Ruggiero Jr., Esq. Ruggiero Law Offices LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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