Fundamentals of Estate Planning for the Traditional Middle Class Family

Attorney Joseph Pozzuolo returns to provide attorneys with an understanding of the fundamental tools and strategies to discuss estate planning needs effectively with traditional middle class families.  This practical program is designed to increase their confidence, understanding and ability, in turn enabling them to discuss the pros and cons of fundamental estate planning documents with middle class families to protect themselves and their assets.

Learning Objectives: 

I.     Understand the importance of estate planning for families

II.    Recognize when wills and trusts should be utilized 

III.   Grasp major probate issues 

IV.  Comprehend living wills, advanced healthcare directives, and the durable general power of attorney