Fundamentals of Estate Planning in California (Audio Only)
Created on December 12, 2017
Keeping track of all the necessary considerations that go into drafting an effective estate plan for a client can be intimidating.
This course, taught by experienced estate planning attorney Jennifer Scharre, will help you streamline your process when reviewing an estate plan with a client, ensure that you are considering all of the necessary variables required to counsel your client, and outline best practices in crafting an estate plan design that achieves their goals.
- Review basic trust design when planning for couples, including trustee selection, first death trust strategies, and ultimate beneficiaries
- Optimize an estate plan by planning around the client's specific assets
- Address the importance of incapacity planning with a durable power of attorney and advance health care directive
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