Common Estate Planning and Family Issues for Military Personnel

Though less than 0.5% of the population serves in the armed forces, serving is a commitment not only for servicemembers, but also for their families and dependents. For military families, separation can often last for long periods of time.  Servicemembers are on duty 24/7, need to be ready to depart at a moment’s notice, and therefore benefit greatly from having an organized estate and all of their affairs in order.   

Attorneys Michael Brusca and Robert Morris will help viewers understand the issues in estate planning for military personnel, as well as show them how utilize the tools available to military families, both of which are critical in order to best serve these deserving clients.   

Learning Objectives:

I.     Identify the basic documents available for lifetime and estate planning

II.    Recognize the impact of separation and divorce on an estate plan 

III.   Utilize guardians and other alternatives 

IV.   Understand estate planning and estate/inheritance taxation issues for servicemembers/families 

V.    Grasp the basic issues involved in Special Needs Planning 

VI.   Comprehend the USERRA and SCRA