CLE on Will Alternatives

The National Business Institute is sponsoring a 90-minute national teleconference on November 23 entitled Asset Titling and Other Will Alternatives. The program description is below:

A plethora of factors determine choice of estate planning tools for each client. Do you know how to tailor each estate plan to the specific needs of the client? Don’t use a cookie-cutter will for all! Review alternate dispositive documents and explore the situations when they may be a better option than a simple will. Register today!

• Find out what will substitutes exist and when they’re used
• Get a clear overview of the functions of trusts, and key parties involved in trust planning.
• Understand the difference between revocable and irrevocable trusts and how it affects the grantor’s rights and your drafting and administration tasks.
• Get tips for effective drafting of living trusts.