eCourse art

eCourse

Customizing Ancillary Planning Documents for Death and Incapacity

Contains material from Sep 2021

Customizing Ancillary Planning Documents for Death and Incapacity
4.37 out of 5 stars
What was the overall quality of the course (presentation, materials, and technical delivery)?
Rate the overall teaching effectiveness and presentation skills of faculty for the course.
How would you rate the value of the materials provided as part of the course?

This course provided very practical information I can use today. Presentation was very clear and stuck to the topic

Good overview

Technical Questions?
512.475.6700
service@utcle.org



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.    

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 mode. You must be signed in, have purchased this eCourse, and the eCourse must be active to have full access.
Preview Sessions
Credit

Show session details

1. Customizing Ancillary Planning Documents for Death and Incapacity + The Use and Misuse of Revocable Trusts (Sep 2021)

Tanya Eileen Feinleib, Kimberly N. Loveland

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
45 mins
(mp3)
45 mins
(pdf)
38 pgs
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