Estate Planning Info Session

SATURDAY DECEMBER 3RD 2016

Promptly @ 9a
Refreshments & Lunch will be served
Washington DC

 

TOPICS WE WILL COVER:

  • Estate Planning Overview
  • An Introduction to Wills
  • Revocable Trusts
  • Power of Attorney
  • Living Wills, Health Care Proxies, and Advance Health Care Directives
  • The Probate Process
  • Planning with Retirement Benefits
  • Guidelines for Individual Executors and Trustees
  • Asset Protection Planning
  • Estate, Gift, and GST Taxes
  • An Introduction to Wills
  • Frequently Asked Questions about Wills
  • What Happens If You Die Without A Will?
  • What A Will Does
  • What A Will Does Not Do
  • How To Execute a Will
  • Jointly Owned Property Trusts
  • Annuities and Retirement Benefits
  • Life Insurance
  • Revocable Trusts
  • What is a Revocable Living Trust?
  • Power of Attorney
  • Questions Regarding Power-of-Attorney
  • Who Should Be Your Agent?
  • How The Agent Should Sign?
  • Beyond Signing Checks
  • What if I move?
  • Will my Power of Attorney expire?
  • Living Wills, Health Care Proxies, and Advance Health Care Directives
  • Questions Regarding Living Wills
  • Living Wills
  • Health Care Proxy
  • Why Have Health Directives?
  • Obtaining and Maintaining Living Wills and Health Care Proxies
  • Organ and Tissue Donation
  • Other Resources on Living Wills
  • The Probate Process
  • What is Probate?
  • Should you Avoid Probate?
  • Planning With Retirement Benefits
  • Income Taxation of Qualified Plans and IRAs
  • Distribution of Plan Assets to the Participant
  • Distribution of Plan Assets After the Participant’s Death
  • Estate Tax Considerations
  • Planning Considerations
  • Guidelines for Individual Executors and Trustees
  • Understanding The Will
  • Managing Estate Assets
  • Handling Debts & Expenses
  • Funding the Bequests
  • Trust Administration
  • Closing the Estate
  • Do It Yourself Estate Planning
  • What is the Lawyer’s Role?
  • Do It Yourself Estate Planning
  • Asset Protection Planning
  • Overview of Asset Protection Planning

 

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Limited spaces available

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