Online Course Catalog
Basic Estate Planning 101
Continuing Legal Education
This seminar addresses several of the basic topics that every practitioner must know in order to assist their clients in achieving their estate planning goals. In addition to a brief discussion regarding the federal estate tax and our Indiana Inheritance Tax, two veteran lawyers discuss the following:
- Beginning & Ending Matters: who is the client, representing married couples and terminating the attorney-client relationship.
- Basic Planning Documents: when to use a trust vs. a will, joint trusts and selecting a personal representative or trustee.
- Ancillary Planning Documents: selecting an attorney-in-fact and key provisions to include in your power of attorney documents.
- Disposition of Assets: real estate (primary residence, farm land and vacation homes), life insurance, retirement plans and TOD accounts.
(Disclaimer: Periodically throughout the presentation, questions are fielded from the audience. IndyBar is aware that not all questions are repeated nor captured on audio. We apologize for this and hope it does not detract from the overall course offering.)
Attorneys in Indiana can currently receive up to six hours of credit per three year educational period through approved distance education activities. If you attended the live version of the program you cannot receive credit for viewing the program again online.
- Event Code
- Credit Hours
- 2.00 CLE (General)
- Polly J. Dobbs, Bingham Greenebaum Doll LLP; Tamatha A. Stevens, Stevens & Associates, P.C.
- April 25, 2012