General, Solo, Small Firms, Estate Planning & Probate

Estate Planning Tips for the General Practitioner

Description:

Do you dabble in Estate Planning? Jennifer Exum and Ashley Stearns walk you through tips from basic estate planning to complex considerations, with a few case law updates at the end.

 

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Very well prepared and presented information and up to date estate law guidance!

Materials provided are excellent and detailed. Looking forward to spending more time reviewing them.

This course was a good refresher of estate planning basics that I learned in law school. I also appreciated the insightful tips that the presenters shared to assist attendees in leveling up their estate planning practice.

I appreciate that this was geared to the general practitioner, and I found it helpful as a new lawyer.

Really really really good.

Really good seminar; liked the tips on LLC planning

As a lawyer with only a small percentage of my cases in estate planning, I found this CLE very useful and accessible. Thank you for putting together such a useful presentation and materials.

Excellent primer for the general practitioner!

I am just starting to get a lot of calls for estate planning and wills and I feel like I need to know about major pitfalls and practical tips and so this was really great.

It made me reconsider meeting clients electronically because of the concern of people hiding in a room listening to what the client and the attorney are saying with the attorney's knowledge.

Excellent and thorough presentation!

The presentation was very clear and helpful. The presenters were both knowledgeable and spoke in a clear, concise manner that made the presentation very enjoyable.

Several measures to take on the front end in planning, setting up trusts, and execution of documents to avoid the potential for problems or litigation later.

Wonderful information and easily held my attention! Thank you!

Speakers/Producers


This course is no longer available for purchase.