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Update and Maintenance of Wills, Trusts and Estate Plans - Webinar

  • ID: 4448867
  • Webinar
  • February 2018
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Gain an understanding of the proper updates and documentation to maintain wills, trusts and estate plans.

Effective estate plan documents enable your client to direct the most efficient transfer of assets after their death. They can also address period of incapacity and longterm care issues. But how do you know which your client needs and how to ensure they remain effective and update to date? In essence, a proper estate plan is very important. However, due to life events, changes in assets and laws they can fail if not kept up to date. Therefore, you need to fully understand these documents and what might make them become obsolete in order to effectively counsel your clients.

This topic helps the practitioner understand key events that trigger estate planning updates. This content also explains steps to take in each unique client situation to maintain proper estate planning documents. As a result, you will be able to more effectively counsel your clients. This information is a critical foundation to building and maintaining a successful estate planning practice.

Learning Objectives
  • You will be able to describe how to run an estate planning review meeting.
  • You will be able to identify what important documents are part of an Estate Plan that require maintenance.
  • You will be able to explain how to ensure your clients plans stay up to date.
  • You will be able to review what events cause an Estate Plan to need updating.
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What Important Documents Are Part of an Estate Plan That Require Maintenance?
  • Trust
  • Will
  • Power of Attorney
  • Medical Directive
  • Asset Inventory
What Events Cause an Estate Plan to Need Updating
  • Change in Health
  • Change in Assets
  • Change in Laws
  • Change in Marital Status
How to Ensure Your Clients' Plans Stay up to Date
  • Maintenance Plans
  • How to Run an Estate Planning Review Meeting
  • Family Meetings
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Vanessa M. Terzian - Terzian Law Partners, APC, Edward A. Terzian - Terzian Law Partners, APC
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This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers and financial planners.
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