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PBI - The Intersection of Life and Estate Planning
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Join an expert panel as they answer some of the most common questions you and your clients may face in Family Law, Asset Protection, Titling of Assets and Choice of domicile considerations. Consider the insurance tools at an estate planner’s disposal, including: long term care insurance; what to look for in a policy; pros and cons of annuities; and how to read insurance illustrations.

8/16/2016
When: Tuesday, August 16, 2016
12:00 PM
Where: York COunty Bar Association
137 E. Market St.
York, Pennsylvania  17401
United States
Contact: Cheryl Kauffman
cheryl.kauffman@yorkbar.com
717-854-8755 x203

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As an estate planning and/or estate administration attorney, you are helping people to plan for and to handle issues that arise with retirement, business succession planning, protection of assets and so much more. Although your expertise is in estate practice, you are constantly confronted with questions that arise from other intersecting areas of practice. Join an expert panel as they answer some of the most common questions you and your clients may face in Family Law, Asset Protection, Titling of Assets and Choice of domicile considerations.  Consider the insurance tools at an estate planner’s disposal, including: long term care insurance; what to look for in a policy; pros and cons of annuities; and how to read insurance illustrations.  Hear about some of the things your clients may want to explore such as reverse mortgages, 1031 Exchanges, RTT considerations associated with estate planning and testate and intestate transfers, title insurance considerations, and environmental concerns for fiduciaries.