Avoiding & Fixing What Can Go Wrong in Flow-Through of Assets in Estate Planning
Pour-over funding issues and problems when planning fails
- Product Number: 2220126P01
-
CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
Add to Favorites List
Your Selection:
All of the faculty presentations from Avoiding & Fixing What Can Go Wrong in Flow-Through of Assets in Estate Planning may be purchased individually. Expand the Agenda below to see all options.
Also Available:
MP3 Download
Add to Cart
Includes downloadable supporting materials.
$145.00; Members $130.50; New Lawyers $72.50
Free for OnlinePass subscribers.
On Demand Webcast
Add to Cart
Includes downloadable supporting materials.
$145.00; Members $130.50; New Lawyers $72.50
Free for OnlinePass subscribers.
Related On Demand Videos
See Agenda below to purchase individual video segments from this program.
Pricing varies by video length. Member and new lawyer pricing available.
Free for OnlinePass subscribers.
-
Product Description
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
Agenda & Materials
-
12:00 - 12:05 pm
Estate Planning: What Does “Pour Over” Mean?
on demand video Add to CartJennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
-
12:05 - 12:27 pm
Estate Planning: Common Mistakes and How to Avoid Them
on demand video Add to CartJennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
-
12:27 - 12:52 pm
Estate Planning: Litigating Planning and Funding Mistakes
on demand video Add to Cart -
12:52 - 1:00 pm
Key Takeaways
on demand video Add to CartDarian M. Butcher, Esq., Butcher Law LLC , Boston
Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
-
- Faculty