Paul Cathcart to Present on Post-Mortem Planning at the Estate Planning: MCLE BasicsPlus!
About the Session:
Estate Planning: MCLE BasicsPlus!® is intended to give practitioners a solid foundation in the legal concepts and skills necessary to establish a successful estate planning practice. Attendees receive guidance on preparing standard estate planning documents like wills, trusts, health care proxies, and powers of attorney based on clients' unique personal and financial situations; establishing a client relationship and conducting client meetings; navigating ethical issues that commonly arise in the planning process; administering a trust properly; and dealing with various types of assets. The seminar also provides an overview of fundamental technical issues that are essential for any estate planner, including transfer tax issues and elder law issues.
Learn more: Estate Planning: MCLE BasicsPlus!®