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Discover how the estate plan comes together as you examine each step of the process from the initial client interview through execution. Draft an appropriate estate plan to suit your client’s needs, from determining your client’s goals to making sense of taxation issues to understanding how various aspects of your client’s life will impact the end product. Creating an appropriate estate plan is filled with many intricacies. Avoid hidden pitfalls.
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3/8/2016
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When:
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3/8/2016 from 9:00 AM until 4:30 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
717-854-8755 x203
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« Go to Upcoming Event List
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Discover how the estate plan comes together as you examine each step of the process from the initial client interview through execution. Draft an appropriate estate plan to suit your client’s needs, from determining your client’s goals to making sense of taxation issues to understanding how various aspects of your client’s life will impact the end product. Creating an appropriate estate plan is filled with many intricacies. Avoid hidden pitfalls. Failing to consider income tax consequences, inconsistent beneficiary designations and not reviewing an existing will or trust are just a few of the common pitfalls that can cause the best laid plans to go awry. Don’t let your clients fall into these traps. This program will examine familiar estate planning blunders and help you to spot them before trouble arises.
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