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Geared to the general probate and estate law practitioner, discover the tools you need to ensure that all your clients’ estate documents work together. Gain advice on creating an estate plan that will adapt to your client’s changing needs. You will learn about key elements of a complete estate plan overview; lifetime planning; checklist for updating your power of attorney (“POA”) templates.
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3/1/2016
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When:
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3/1/2016
from 9:00 AM until 12:30 PM
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Where:
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York County Bar Association
137 E. Market St.
York, Pennsylvania 17401
United States
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Presenter:
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PBI
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Contact:
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Cheryl Kauffman
cheryl.kauffman@yorkbar.com
717-845-4938
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« Go to Upcoming Event List
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Geared to the general probate and estate law practitioner, discover the tools you need to ensure that all your clients’ estate documents work together. Gain advice on creating an estate plan that will adapt to your client’s changing needs. You will learn about key elements of a complete estate plan overview; lifetime planning; checklist for updating your power of attorney (“POA”) templates. You will also review Powers of Attorney after Act 95, sample Power of Attorney Form, Special Needs Trusts, fixing broken trusts with the Uniform Trust Act tool kit.
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