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Trust and Estate Planning for Single Clients

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Description

It's a misnomer to think that single clients, unmarried and without children, don't need estate planning. In some important ways, they need planning more urgently than clients who are married.

Single clients need to plan for long-term health and medical decision making, if they do not have close relatives. They need to plan for their long-term care and to maximize the benefit of retirement accounts. They also need to grapple with what to do with any assets they may have at their death.

Single clients often do not think about these issues and need to be counseled about alternatives.

This program provides a real-world guide to counseling and planning issues for unmarried clients.

  • Retirement account assets, life insurance policies, and beneficiary designations
  • Advance medical directives, health care powers of attorney, and living wills
  • Counseling clients about charitable giving to develop their interests/passions
  • Choosing personal representatives when the client does not have close family

Contributors

  • Michael Sneeringer

    Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA's Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute. Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

    Click here for more information about Michael.

  • Missia H. Vaselaney

    Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses. She also represents clients before federal and state taxing authorities. Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001. Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

    Click here for more information about Missia.

May 9, 2023
Tue 1:00 PM EDT

Duration 1H 0M

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