Will, Trusts, and Advanced Directives: Know What is Right for Your Client

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SKU: EPP058 Back to Course Listings
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Wisconsin CLE
Accreditation Info

United CLE does not currently offer any courses that have been pre-approved by the Wisonsin Board of Bar Examiners (BBE). To view our full accreditation details please .

All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

This comprehensive CLE course will present effective planning tools related to Last Wills & Testaments and trusts.

The course will introduce succession planning, estate planning and how to plan using wills and trusts, as well as more advanced directives including POA’s, living wills and health care proxies. Medicaid planning, tax planning and asset protection when creating estate plans as well as the impact of the Uniform Health Care Decisions Act that advocates the inclusion of standards in the three-step process of decision-making will be presented.

The course will conclude with a discussion of guardianships/conservatorships and when to commence these proceedings.

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