Description
Understand how to avoid an outdated estate plan, and how to fix a plan that may already be outdated.
Whether you are an attorney, estate planner, accountant, president, vice president, CFO, controller, business owner or manager, tax manager, financial planner, or lender, it is important to know of the legal dangers and risks associated with an estate plan that is outdated. The program will provide insights on how to identify if your estate plan is outdated and what happens if the laws have changed but your estate plan didnt? It will provide you with examples and case studies of outdated plans as well as methods for updating those outdated estate plans.
Date: 2024-02-29 Start Time: 1:00 PM ET End Time: 2:05 PM ET
Learning Objectives
* You will be able to review items to consider when you move to another state of country.
* You will be able to identify what to do if you have a change in assets.
* You will be able to explain how to handle a change in family dynamics.
* You will be able to discuss changes in the law impacting estate plans.