eCourse
Estate Planning 101 and Financial Powers of Attorney
Contains material from Aug 2019
Estate Planning 101 and Financial Powers of Attorney
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Really enjoyed this!
Two very funny speakers, wow! They should teach courses at Texas Law, if they don't already. I learned a lot of practical tips.
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Session 1: Estate Planning 101 - A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances.
Session 2: Financial Powers of Attorney: Do You Want Fries With That Will? - Drafting a statutory durable power of attorney used to be simple: You ask a couple questions, zap out the form, and bring it to the will signing ceremony with all the other documents. But these days we have to discuss compensation, co-agents, and hot powers. Even the location of the signing matters now. Can we design a form that works for all clients?
Session 2: Financial Powers of Attorney: Do You Want Fries With That Will? - Drafting a statutory durable power of attorney used to be simple: You ask a couple questions, zap out the form, and bring it to the will signing ceremony with all the other documents. But these days we have to discuss compensation, co-agents, and hot powers. Even the location of the signing matters now. Can we design a form that works for all clients?
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1.
Estate Planning 101 (Aug 2019)
Bernard E. ("Barney") Jones
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Session 1
—54 mins
Estate Planning 101 (Aug 2019)
A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances.
Originally presented: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Bernard E. ("Barney") Jones,
Attorney at Law - Houston, TX
Show session details
2.
Financial Powers of Attorney: Do You Want Fries With That Will? (Aug 2019)
Dianne Reis
0.75
0.00
0.00
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Session 2
—39 mins
Financial Powers of Attorney: Do You Want Fries With That Will? (Aug 2019)
Drafting a statutory durable power of attorney used to be simple: You ask a couple questions, zap out the form, and bring it to the will signing ceremony with all the other documents. But these days we have to discuss compensation, co-agents, and hot powers. Even the location of the signing matters now. Can we design a form that works for all clients?
Originally presented: Aug 2019 Estate Planning, Guardianship and Elder Law Conference
Dianne Reis,
Attorney at Law - Plano, TX