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Courses/Law/Will and Estate Law

Estate Planning for Special Situations

Mastering the Art of Tailored Estate Planning for Complex Family Dynamics and Modern Challenges

Created byNathaniel Chittick
4.7
(7 reviews)
BeginnerUpdated Dec 7, 2023
Estate Planning for Special Situations

What You'll Learn

check_circleAnalyze wealth distribution in blended families
check_circleDevelop ethical and culturally sensitive estate planning
check_circleIdentify and prevent unintended consequences in estate planning
check_circleEvaluate risks and address complexities in asset distribution
check_circleExplore benefits of living trusts and Q-TIP strategies
check_circleUnderstand consequences of irrevocable transfers and intestate succession laws
check_circleDevelop an ethical and culturally sensitive approach to estate planning in diverse family dynamics.
check_circleLearn strategies to mitigate the risks of unintended disinheritance through effective planning and communication.
check_circleUnderstand the consequences of irrevocable transfers and intestate succession laws.
check_circleConsider the selection of trustees and the role of a trust protector in complex family situations.
check_circleComprehend the purpose of special needs trusts and their role in preserving government assistance eligibility.
check_circleNavigate legal challenges and tax complexities faced by unmarried couples and same-sex partners.
check_circleDevelop secure transition strategies for digital assets and integrate them into estate plans.
check_circleExplore cross-border tax complexities and asset location dynamics.
check_circleExplore asset management strategies and retirement account variations in Medicaid planning.
check_circleUnderstand the ethical dilemmas in estate planning and collaborative solutions.
check_circleReview the fundamentals of estate planning, special needs protection, and elder care complexity.

About This Course

This comprehensive course is designed for attorneys seeking to deepen their expertise in estate planning, with a specific focus on addressing the unique challenges posed by blended families, nontraditional family units, special needs beneficiaries, and the complexities of digital assets and international estate planning. Through a series of in-depth modules, participants will gain the knowledge and skills necessary to craft tailored estate plans that protect clients' assets, ensure the fulfillment of their wishes, and navigate ethical and legal considerations.

Key topics discussed: • Complexities in Blended Families • Unintended Disinheritance and Mitigation Strategies • Protecting Children in Blended Families • Ensuring Clarity in Estate Plans • Customizing Estate • Plans for Blended Family Dynamics • Marital Agreements and Estate Planning • Special Needs Trusts • Estate Planning for Unmarried Couples and Same-Sex Partners • Estate Planning in the Digital Age • International Estate Planning Challenges • Planning for Elder Care and Medicaid • Assessing Competency and Ethical Considerations in Estate Planning • Navigating Modern Estate Planning Challenges

Your Instructors

Nathaniel Chittick
Nathaniel Chittick

Partner at Prior Law Firm

menu_book2 courses
star9 reviews

Nathaniel V. Chittick, J.D., LL.M, (Nate) is a Partner at Prior Law Firm, in Georgia. Nate specializes in trust-based estate planning with emphasis on special needs trusts, elder law, and estate tax planning. Before joining Prior Law Firm, Nate served as a U.S. Marine and Soldier for more than 25 years. He was twice decorated for valor during combat actions in Iraq and later transferred to the Army to serve as a judge advocate. Nate became interested in estate planning when he learned one of his sons was autistic and needed a special needs trust. He could not find a local attorney to help, so he set out to do the job himself. Nate returned to school and earned a second LL.M in Wealth Management (Tax Law, Estate Planning, and Investment Advising) from Texas A&M University. In his current practice, Nate designs custom plans for estates of all sizes. He enjoys solving complex tax, business, and estate planning challenges for his clients. Nate is licensed to practice law in Georgia and Kentucky. He has a J.D. from the University of Louisville, a LL.M. in International and Operational Law from the U.S. Army JAG School, and a LL.M. in Wealth Management from Texas A&M University. You deserve a personal and experienced approach to estate planning. Call 706-389-9104 or email info@priorlaw.com to schedule your consultation today.

BC Wehman
BC Wehman

B.C. Wehman is a working actor, storyteller, comedian, teacher, DJ, writer, consultant, and more. Along the way, he found an intense love of conversation and a burning excitement for what others are passionate about. Learning something new, about someone new, every day is a mantra he often repeats.

Credit Information

What Students Are Saying

4.7
Student's Choice
7 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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