Paul Cathcart to Present on Post-Mortem Planning at the 2023 Estate Planning: MCLE BasicsPlus!®
Paul M. Cathcart will be presenting at the Estate Planning: MCLE BasicsPlus!® event on December 14th -15th, 2023. Paul’s session will address post-mortem planning on December 15th at 3:30 PM.
About the Session:
Estate Planning: MCLE BasicsPlus! Gives practitioners a solid foundation in the skill set and tools necessary to establish a successful estate planning practice. The program focuses on practical application of the law involved in planning for a modest estate, although it also introduces concerns that arise in larger or more complex estates. You get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client’s financial situation. You gain tips on how to conduct client meetings and how to navigate common ethical issues in estate planning. You also get an introduction to a variety of issues that are essential for an estate planner, including transfer tax and elder law issues. You leave this program with a solid grounding in estate planning and the ability to jump-start your practice.
Learn more: Estate Planning: MCLE BasicsPlus!®
Paul M. Cathcart, Jr.
Paul Cathcart assists individuals and families with tax and estate planning.