Essentials of Wills and Trusts

Does your client need basic estate planning using a Will and General Power of Attorney? Or should you recommend a comprehensive plan involving a Living Trust? This program, presented by Shawn Garner, Deason, Garner, and Hansen, will not only give you the tools to answer those questions, but it will also cover the consequences of bad or no planning. Additionally, you will get a refresher course on the pros and cons of alternative solutions such as Beneficiary Deeds, Small Estate Affidavits, and more. 

This program will benefit beginning attorneys and serve as a good refresher for experienced estate planners.

1. Identify the variety of estate planning options for an average family

2. Analyze how to determine your client's needs and pitfalls of overly simplified plans

3. Prepare for consultation that will gather the clients' information needed to draft a comprehensive plan 

4. Explain the benefits of a comprehensive plan catered to your client's specific situations