A Matter Of Trust

Lawline Faculty Member Peggy Hoyt, J.D., M.B.A., draws your attention to the little known fact that estate planning is not just about the legal documents, it is all about the personal instructions we leave our loved ones in the event of our disability or death. 

You will discover how to assemble a team of professional advisers including attorneys, certified public accountants, financial and insurance professionals. You too can create an estate plan that is legally and technically correct but also works for you and your loved ones.

Learning Objectives: 

I.   Gain insight regarding creating written instructions for yourself, your loved ones, and your pet 

II.  Highlight the three steps to Estate Administration- probate and trust administration and how to simplify this process with personalized instructions

III. Understand why giving family members the opportunity for "one more conversation" is crucial for creating a lasting legacy