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Estate Planning for Modest Estates: Practical Tools Every Planner Should Know
Contains material from Jan 2025
Estate Planning for Modest Estates: Practical Tools Every Planner Should Know
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Everyone is mortal but not everyone has an ultra-high net worth. Rummage through the estate planning toolbox and review core techniques to use regardless of your clients’ financial situation. Examine practical strategies, tools, and techniques essential for clients who don't need to worry about estate taxes (but that wealthy clients will appreciate too!).
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 2.00
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2026
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Estate Planning for Modest Estates: Practical Tools Every Planner Should Know (Jan 2025)
Mickey R. Davis, Melissa J. Willms
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Session 1 —121 mins 2.00
Estate Planning for Modest Estates: Practical Tools Every Planner Should Know (Jan 2025)
Everyone is mortal but not everyone has an ultra-high net worth. Rummage through the estate planning toolbox and review core techniques to use regardless of your clients’ financial situation. Examine practical strategies, tools, and techniques essential for clients who don't need to worry about estate taxes (but that wealthy clients will appreciate too!).
Originally presented: Dec 2024 Estate Planning Workshop
Mickey R. Davis,
Davis & Willms, PLLC - Houston, TX
Melissa J. Willms,
Davis & Willms, PLLC - Houston, TX