Description

Every experienced estate planning attorney knows beneficiaries are much more than just names in the correct document fields. In this engaging podcast-style course, we delve into the multifaceted world of estate planning, focusing on the dynamics between attorneys and beneficiaries. From success stories to cautionary tales, we explore the nuances, challenges, and practical considerations that arise in this field. Don t wait – register today!

• Understand the importance of transparency and documentation.
• Learn about your duty to manage assets.
• Examine Letters of Instruction and whether you should utilize them.
• Analyze difficult beneficiaries.
• Discuss often-overlooked beneficiary designations.
• Explore planning for beneficiaries that have disabilities.