Handling & Disposing of Tangible Assets
Proper planning for tangible personal property
- Product Number: 2240198RB1
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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On Demand Webcast
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Includes downloadable supporting materials.
$145.00; Members $130.50; New Lawyers $72.50
Free for OnlinePass subscribers.
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Product Description
Product Description
This often-overlooked aspect of estate planning needs careful consideration to avoid bickering family members fighting over family heirlooms. Be sure your clients have properly planned the disposition of their tangible personal property for their loved ones, whether via the use of a Personal Property Memorandum or otherwise. Learn how to navigate this frequently forgotten estate planning process.
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Agenda
Agenda & Materials
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9:00 - 9:05 am
Tangible Assets Defined
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9:05 - 9:15 am
Tangible Personal Property Memorandum
- Formalities for validity
- Contents
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9:15 - 9:25 am
Planning for Valuable Tangible Assets
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9:25 - 9:30 am
Planning for Emotional Value
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9:30 - 9:35 am
Expenses: Covering Shipping and Storage of Personal Property
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9:35 - 9:45 am
Tax Consequences
- Lifetime gifts
- Sale of tangible assets
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9:45 - 9:50 am
Pitfalls for the Unwary
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9:50 - 10:00 am
"Ask the Expert" Q&A Session and Key Takeaways
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.
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