This course offers a comprehensive overview of estate planning, focusing on the drafting of wills, trusts, and other related legal documents. Designed for legal professionals, including those new to the field, the course covers various aspects of estate planning to address the growing needs of an aging population and the subsequent transfer of wealth. Through expert insights and practical examples, participants will gain a deeper understanding of estate planning intricacies, from tax considerations to ensuring documents are enforceable and reflective of clients' wishes.
Key Modules
Introduction to Estate Planning: Covering the basics, significance, and the scope of estate planning in today’s demographic landscape.
Legal Framework and Documentation: Detailed exploration of wills, various trusts (including special needs and disability trusts), and other estate planning documents.
Tax Implications in Estate Planning: Understanding the impact of estate and gift taxes and strategies for tax minimization.
Ethical Considerations and Client Capacity: Ensuring clients are competent to sign documents and protecting them from undue influence.
Advanced Estate Planning Techniques: Handling complex scenarios with high net-worth individuals, special asset classes, and cross-jurisdictional challenges.
Case Studies and Real-Life Applications: Practical examples and discussions on real-world scenarios to consolidate learning and apply knowledge effectively.
This course is designed to equip participants with the skills and knowledge required to effectively manage and navigate the complexities of estate planning, adapting to evolving legal landscapes and client needs.
schedule1.5 hours on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Apr 18, 2024
workspace_premiumCertificate of completion
calendar_todayUpdated At Aug 8, 2024
