eCourse
Customizing Ancillary Planning Documents for Death and Incapacity
Contains material from Sep 2021
This course provided very practical information I can use today. Presentation was very clear and stuck to the topic
Good overview
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Includes: Video Audio Paper
- Total Credit Hours:
- 0.75
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law
- TX MCLE credit expires: 10/31/2024
Preview Sessions
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Tanya Eileen Feinleib, Kimberly N. Loveland
Download session materials for offline use
Session 1
—45 mins
0.75
Customizing Ancillary Planning Documents for Death and Incapacity + The Use and Misuse of Revocable Trusts (Sep 2021)
A practical guide to drafting the “ancillary” documents usually provided by Texas estate planning attorneys: Statutory Durable Power of Attorney, Medical Power of Attorney, Directive to Physicians, Declaration of Guardian, Appointment for Disposition of Remains, and HIPAA Release. Know the many options that should be offered and how to explain them to clients. Also, learn how to present the great debate on “will-based” vs. “trust-based” planning.
Originally presented: Aug 2021 Estate Planning, Guardianship and Elder Law Conference
Tanya Eileen Feinleib,
Langley and Banack, Inc. - San Antonio, TX
Kimberly N. Loveland,
Loveland | Grace | Hurley PLLC - Frisco, TX