Description

Estate planning is a dynamic process that requires periodic review and adjustment. Staying informed about the latest developments and best practices is crucial. In this engaging podcast-style course, we explore the key considerations attorneys should keep in mind when reassessing an existing estate plan. Whether you re a seasoned attorney or a newcomer to estate law, this course provides practical insights and strategies to better serve your clients. Don t miss out – register today!

• Examine the reasons and frequency of reassessing an estate plan.
• Learn about life changes that warrant reassessment of an estate plan.
• Discover why changes in laws and tax regulations may warrant reassessment of an estate plan.
• Cover how to proceed when assets significantly change.
• Explore reasons why beneficiary designation may necessitate reassessment.
• Discuss guardianship of minors.
• Consider illness, disability, and long-term care needs.
• Determine when and how to re-think healthcare and end-of-life decisions.
• Recognize when adjustments are needed as a result of undesired tax implications.
• Discuss the need for business succession strategies and the need to revisit them.