Estate Planning: Important Tools & Considerations (Retired)

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Estate planning refers to the process by which individuals arrange and direct their property at death, as well as manage and dispose of their property during life. However, estate planning should encompass more than simply writing a will. It should include plans for non-probate assets, current or future disabilities, divorce or remarriage, inherited assets, or future children. A properly constructed estate plan can minimize uncertainty, future costs, and frustration for both the attorney and the client.

 

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Event Details

Course Type

Course Instructor

Dustin S. Crouse, Esq.

Original Date Of Course

General Credits

0

Course Description

Estate planning refers to the process by which individuals arrange and direct their property at death, as well as manage and dispose of their property during life. However, estate planning should encompass more than simply writing a will. It should include plans for non-probate assets, current or future disabilities, divorce or remarriage, inherited assets, or future children. A properly constructed estate plan can minimize uncertainty, future costs, and frustration for both the attorney and the client.

Syllabus

  • What is estate planning?
  • Crafting the right last will and testament for the client
  • Issues to look out for during the process
  • Alternatives to basic estate planning documents
  • Considerations when planning for disability

Instructor

Dustin S. Crouse, Esq.