Product Description

Learn how to draft wills and trusts to avoid common issues that arise with the flow-through of assets in estate planning and how to address funding issues and problems that arise when planning fails.

If you have a fabulous estate plan but don’t align the reality of your assets with that plan, the consequences can be disastrous and expensive. In today’s estate planning landscape, flow-through plans are ubiquitous. Hear from experienced estate planner, Jennifer Taddeo, and litigator, Darian Butcher, as they discuss strategies for drafting, funding, and fixing in the context of these common and complicated plans.

Agenda & Materials

• 12:00 - 12:05 pm

  Estate Planning: What Does “Pour Over” Mean?

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  Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
  
• 12:05 - 12:27 pm

  Estate Planning: Common Mistakes and How to Avoid Them

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  Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
  
• 12:27 - 12:52 pm

  Estate Planning: Litigating Planning and Funding Mistakes

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  Darian M. Butcher, Esq., Butcher Law LLC , Boston
  
• 12:52 - 1:00 pm

  Key Takeaways

  on demand video Add to Cart

  Darian M. Butcher, Esq., Butcher Law LLC , Boston
  Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Faculty