Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin
Planning in a pinch
Too often, people don’t think about estate planning until they're staring death in the face. In fact, 60% of American adults don't currently have an estate plan1. Lawyers with clients facing a serious diagnosis or life-threatening injury are under tight time limits. On top of that, your clients' ability to make decisions may be compromised.
On Borrowed Time: Emergency Estate Planning offers strategies and solutions for accelerating the process while also ensuring you haven't overlooked anything. In addition, learn what to do if your client's medical issues are affecting with the case with guidance on:
- Determining mental capacity
- Communicating when the client no longer can
- Establishing a guardianship or power of attorney
Behind the scenes at financial institutions
When you need a bank or life insurance company to move quickly, there's plenty you can do to help expedite key processes. Laurie Ellis-McLeod, a financial consultant and fiduciary, will illustrate what happens on the financial institution's side and share strategies lawyers can use to help speed things up. Hear tips for:
- Finding the right person to talk to
- Consolidating necessary documents and permissions
- Changing beneficiaries
- Funding trusts fast
Covering all the bases
Receive guidance on the most important estate planning aspects to square away for your client, including:
- Public benefits availability
- Providing for family members and significant others
- Preserving the client's statement for a personal injury lawsuit
Equip yourself to plan quickly and effectively when time is of the essence by attending On Borrowed Time: Emergency Estate Planning.
1. https://www.aarp.org/money/investing/info-2017/half-of-adults-do-not-have-wills.html ?