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.

Learning Objectives:

1. Review basic trust design when planning for couples, including trustee selection, first death trust strategies, and ultimate beneficiaries
2. Optimize an estate plan by planning around the client’s specific assets
3. Address the importance of incapacity planning with a durable power of attorney and advance health care directive