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Estate Planning in the Time of the Coronavirus Pandemic

Contains material from May 2020

Estate Planning in the Time of the Coronavirus Pandemic
4.24 out of 5 stars
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I didn't realize it would be so focused on charitable giving, which is not of much interest to me. But the presenters were interesting and fairly engaging (esp the moderator and the woman lawyer).

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Our three expert panelist will walk you through what you need to be considering in estate planning, tax planning, and charitable giving in light of the coronavirus pandemic. The discussion will explore: basic estate planning documents, new rules in Texas regarding executing documents, and the recently passed SECURE and CARES Act.

Includes: Video Paper Slides


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1. Estate Planning in the Time of the Coronavirus Pandemic (May 2020)

C. Stephen Saunders, Laura Hansen Dean, Stephen J. Shook

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62 mins
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Session 1 —62 mins
Estate Planning in the Time of the Coronavirus Pandemic (May 2020)

Our three expert panelist will walk you through what you need to be considering in estate planning, tax planning, and charitable giving in light of the coronavirus pandemic. The discussion will explore: basic estate planning documents, new rules in Texas regarding executing documents, and the recently passed SECURE and CARES Act.

Originally presented: May 2020 Estate Planning in the Time of the Coronavirus Pandemic

C. Stephen Saunders, Saunders, Norval, Pargaman & Atkins - Austin, TX
Laura Hansen Dean, The University Of Texas At Austin - Austin, TX
Stephen J. Shook, ProActive Finance Group, L.L.C. - Austin, TX