Marital Planning Including Formula Funding Clauses and Trust Options
Monday, November 19, 2012, 1:00 p.m. - 2:00 p.m.
This is one of two webinars connected to the in-person education event Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions (November 8-10 in San Diego).
Attendees of the in-person event receive a discounted price of $75 for each webinar. When you register online for the in-person event you will receive an email with a coupon code. Please contact firstname.lastname@example.org if you have any questions.
About this Webinar:
Planning for a surviving spouse is often the estate planning attorney’s most challenging aspect of the estate plan. While balancing the clients’ wishes, the attorney is called upon to present estate tax, asset protection and family legacy planning options. During this case study you will learn how to spot issues, counsel clients, and what drafting options are available in WealthDocx.