Date:
May 14, 2025
Course:
Tax Intricacies for the Estate and Trust Practitioner 2025
Contributor(s):
Areet S. Kaila
Allison Sharkey
Wills Estates and Trusts » Estate planning, Tax issues
Presentation Content:
Slides: Transfers of Real Property and Related Issues Handout: Property Transfer Checklist with Appendices
October 17, 2023
Basics of Wills and Estate Planning 2023
Zachary Murphy-Rogers
Wills Estates and Trusts » Adult guardianship, Trust planning, Incapacity planning and capacity issues, Power of attorney, Representation agreement
Slides: Lifetime Planning – Not Dead Yet! Paper: Lifetime Planning - Not Dead Yet!
Slides: Transfers of Real Property and Related Issues
Handout: Property Transfer Checklist with Appendices
Paper: Lifetime Planning - Not Dead Yet!