Starting off with a definition, this session identifies the fundamental goals and objectives of estate planning, explores forms of ownership and beneficiary designations, and explains the significance of title.
It also reviews the different types of wills (including living wills) and powers of attorney (including durable powers of attorney and health care powers of attorney), statutory alternatives to wills, and basic transfer tax concepts.
SPEAKERS
- David R. Vines, Offit Kurman, Charlotte
PRODUCED
Session from 2024 Basics of Will and Revocable Trust Drafting, February 14, 2024
APPROVED CREDIT
North Carolina: 1.50 MCLE Hours
Qualifies for NC State Bar Estate Planning & Probate Law Specialization
PROGRAM PRICING
See pricing below.
Access to the program and content expires ninety (90) days from the date of purchase.