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Estate Planning & Administration
Basic Estate Planning and Administration
This practical, practice-oriented seminar tackles a number of issues found in basic estate planning and administration. From customizing standard forms for your clients’ specific needs to representing clients with diminished capacity, our faculty members will share their expertise and experience so you have the most relevant information for your clients. Examine select real property issues in basic estate administration. Review petitions for instructions and settlement agreements, as well as fiduciary duties and risks associated with trusts and estates. A look at key issues in Washington estate administration includes applying community property law to the administration of estates. Learn to recognize in your clients clues that point to cognitive impairment and undue influence. Get the latest on the current state of the gift tax, as well as deathbed gifting tips and traps.
Whether you are new to estate planning or simply seeking a refresher course, this seminar provides a sound foundation for your practice.
Receive basic estate planning forms on CD as part of the course materials!
Cosponsored by the Estate Planning and Administration Section.
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6 General CLE or Practical Skills credits and .5 Ethics credit
