General, Solo, Small Firms, Estate Planning & Probate

General CLE: Estate Planning Considerations

Description:

According to the National Association of Estate Planners & Councils, it is estimated that more than half of all Americans do not have an up-to-date estate plan. In this presentation, Attorney Ashley Stearns will give you a roadmap to follow when estate planning issues come up with your clients. The presentation will begin with an introduction to documents every client should have. Estate planning basics and complex considerations will be provided. 

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The presentation was extremely informative and touched on some interesting and practical highlights. I would love an even more in depth explanation from Ashley on the topics she discussed. Perhaps a Part I and Part II type series so she can explain some of the information in more depth, as there is so much to know in the estate planning area.

Excellent-- very informative. Thank you.

Despite subject matter, this course was interesting and informative. Good job by the presenter.

Pretty good basic CLE on Estate Planning. The presenter did well.

Presenter is thorough and knowledgeable.

Very informative.

The course, overall, was very informative. The instructor did a great job of conveying the information in the time allotted. I look forward to hearing more in the future.

The inclusion of sample documents and provisions is appreciated.

Speakers/Producers


This course is no longer available for purchase.

Course InformationHighlights
  • Flexible to your schedule
  • Viewable on desktop or mobile devices
  • Discount for section members
Course Credits Dual Credits: 0.00
General Credits: 1.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to cle@tnbar.org for Georgia and Mississippi CLE credit.