Details:

This seminar will provide the essentials for drafting the basic estate plan, including an understanding of reliance on the will to transfer wealth by probate vs. non-probate transfer options. The faculty will explain the process using their own sample forms and will discuss alternatives for setting fees. Topics include:

• Conducting the initial client interview;   
• Assembling the necessary information; 
• Drafting the simple will, power of attorney, health care proxy;                   
• Directing the execution of the estate plan; and  
• Alternative planning options including trusts, POD/TOD, joint and retirement accounts.

Comments: This seminar is intended as continuing legal education for members of the legal profession.

Private Seminar

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