This program is a compilation of previously recorded seminars.
Four estate planning fundamentals in one
Sharpen your estate planning skills in just one morning. Estate Planning Essentials: Protecting Assets, Heirs, and Legacies combines four foundational estate planning programs into a single, streamlined webcast designed for maximum impact and convenience. Whether you’re new to estate planning or reinforcing your experience, this half-day session delivers the content, clarity, and credits you need in a single, cost-effective package.
Planning Essentials for Small and Modest Estates
Even modest estates deserve strategic guidance. Unpack key planning tools for clients who don’t have complex tax issues but still need firm estate plans. Learn how to safeguard their assets, avoid probate, and provide peace of mind through essential documents like wills, living trusts, and health care directives.
Top 10 Mistakes Made with Beneficiary Designations
Overlooked or outdated beneficiary choices can unravel even the most thoughtful plans. Explore common beneficiary designation blunders and understand how they can lead to unintended tax burdens, legal complications, and familial conflict. Receive practical guidance on safeguarding your clients’ intentions while avoiding costly missteps.
Legacy Planning for the Family Property
Helping clients preserve treasured vacation homes, farms, or cabins across generations can be challenging. Discover how to craft sustainable governance structures, restrict ownership to family members, and plan for expenses while keeping sentimental properties a source of joy, not conflict.
Education Funding Strategies in Estate Planning
Education is a lifelong gift but can also be a significant financial burden. Learn how to advise clients on funding options like 529 plans, education trusts, and gift tax strategies. You’ll also gain insight into financial aid systems and how to align education planning with broader estate goals.
Don’t miss this opportunity to level up your estate planning prowess without giving up an entire day. Earn 4.5 CLE credits and come away better equipped to protect your clients’ wishes—all before lunch—with Estate Planning Essentials: Protecting Assets, Heirs, and Legacies.
Note: Planning Essentials for Small and Modest Estates, Top 10 Mistakes Made with Beneficiary Designations, and Legacy Planning for the Family Property are encore presentations of programs recorded in 2023. Education Funding Strategies in Estate Planning is an excerpt from the 44th Annual Estate Planning Update recorded in 2023 and also presented as an encore program in 2024. Attendees of previous airings of these programs are not eligible to receive CLE credits for attending Estate Planning Essentials: Protecting Assets, Heirs, and Legacies.