Events Calendar

 

$115 without materials / $150 with materials

 

2.5 h S / 1.0 h P

 

Presenters give an overview of the process from the advice you give your client on an estate plan to drafting tips and strategies finishing with the appropriate follow-up after execution of the will and pointers on avoiding negligence claims.  Learn how to use technology to build a Will plan.  Understand drafting techniques to address disabled beneficiaries. Learn about issues that arise in preparing trusts on principal residences.