Date:
October 17, 2023
Course:
Basics of Wills and Estate Planning 2023
Contributor(s):
Nikki Hildebrand
J. Jeffrey Locke
Wills Estates and Trusts » Devolution of assets, Estate planning, Executors and trustees, Tax issues, Wills
Presentation Content:
Slides: Beneficiary Designations Slides: The Use of Joint Tenancies in Estate Planning Paper: Beneficiary Designations Paper: The Use of Joint Tenancies in Estate Planning
April 13, 2023
Estate Planning Express 2023 - 15 Minute Topics
Michelle L. Isaak
Kirsten Jenkins
Richard Weiland
Laura West
Wills Estates and Trusts » Estate planning, Probate application, Tax issues, Trust planning, Wills, Curative provisions
Eric B. Clavier
Roger D. Lee
Zheting Su
Wills Estates and Trusts » Estate planning, Executors and trustees, Tax issues, Trust planning, Practice
Jason Demmitt, CIM, FMA, FCSI
Janis Ko
Jen Tennant, CPA, CA, FEA
Wills Estates and Trusts » Client Relations, Executors and trustees, Trust planning, Wills, Curative provisions, Incapacity planning and capacity issues
November 24, 2021
Basics of Wills and Estate Planning 2021
Emily Clough
Wills Estates and Trusts » Devolution of assets, Estate planning, Executors and trustees
Slides: Beneficiary Designations
Paper: Beneficiary Designations