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.
Jennifer F. Scharre is a Senior Associate with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters.
Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate including preparation of trust accountings and estate tax returns.
Mrs. Scharre's Accounting degree from the University of San Diego makes her uniquely equipped to assist clients in complex estate planning and estate administration. Ms. Scharre earned her J.D. degree from Santa Clara University School of Law.
Jennifer not only gives back to the legal community through speaking and presentations for professional organizations but also participates in her local community by providing informative presentations regarding estate planning, charitable giving, and special needs issues.
Mrs. Scharre will be teaching a Wills & Trusts course at Santa Clara School of Law in Spring of 2019.
Very good job explaining and making it understand easily.
BEST ESTATE PLANNING MCLE I HAVE EVER ATTENDED! Thank you so much to the presenter for sharing her expertise and experience. Her practical suggestions are greatly appreciated!
I appreciated the detail in the slides on probate costs and trust planning.
Overall solid overview. Easy to follow and pick up new information.
Very good, the presenter has a great voice as well
This was the best of the video courses I've reviewed so far.