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Description
We
must be able to handle the estate planning needs of twenty-first century clients,
whether they are children or grandchildren of our established clients or new
clients who have already accumulated wealth or are on a trajectory to do
so. Estate planning for these clients may
involve considerations that are unique relative to our experience with
“traditional” or older clients. We will explore
the following:
- Same-sex marriages, civil unions and cohabiting unmarried individuals
- Assisted conception children and children from other relationships
- Advantages and disadvantages of IRC § 529 Accounts
- Planning to accommodate the needs of minor children
Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Purchase this teleconference + archive MP4 at the rate of $394 total:Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. | ![]() | ![]() | ![]() |