Why Attend?
- Develop an understanding of the essential estate planning documents: will, revocable trust, durable power of attorney and health care power of attorney
- Learn practical drafting tips
- Discuss the importance of proper fiduciary selection
- Examine in more detail the uses for a revocable trust, including estate tax planning, probate avoidance, and asset protection
Everybody needs an estate plan, and most clients are well served by a basic design. But basic does not necessarily mean simple. Even the most foundational estate planning documents are complex and require careful thought when drafting. Do not fall into the trap of believing (or letting your clients believe) that you can simply “fill in the blanks” on a form document and call the job done. As estate planners, we are not providing a commodity that can be compared to online, do-it-yourself documents; we are providing a service that has value beyond the forms our clients execute. It is our job to understand the documents we are drafting and to be able to adequately explain them to our clients.
This course will provide an overview of the essential estate planning documents: will, revocable trust, durable power of attorney and health care power of attorney and provide you with the fundamental knowledge you need to be able to properly prepare and explain these documents to your clients, including drafting tips, advice, and forms. We will also begin to cover more advanced planning topics using a revocable trust, such as asset protection, designing distribution provisions, and multi-generational planning.
ATTENDING IN PERSON ON AUGUST 31?
The Bobzien-Gaither Education Center in Richmond/Innsbrook is our new state-of-the-art facility designed with your safety in mind. It features a Centurion air filtration system, which quickly and effectively eliminates viruses and bacteria. Additionally, the facility is thoroughly cleaned before each seminar, and face masks and hand sanitizer will be available.
COVID-19 POLICY FOR LIVE-ON-SITE ATTENDANCE
By attending a live-on-site Virginia CLE® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.
Registration Deadlines: |
Webcast: |
10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials. |
Telephone: |
Online registration ends at 11:59 p.m. the day preceding the seminar Call (800) 979-8253 to register up to one hour prior to the seminar |
Live on Site: |
Online registration ends at 11:59 p.m. the day preceding the seminar Walk-in registration is permitted on a space-available basis |
Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE.
Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.
MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.
Can't Attend? E-mail
distance_ed@vacle.org to be notified when/if this program is made available as an On Demand or USB seminar.
E-mail
publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.