This is a basic-level course on the basics of non-tax related estate planning concepts and considerations relevant for any advisor assisting clients with estate and end-of-life planning. This course is designed for new attorneys and attorneys who do not regularly practice in areas of estate planning or elder law. 

 Course Level: Basic 

 Course Prerequisites: None 

 Delivery Method: Self-study

After completing this course you will be able to: 

• Distinguish between probate and nonprobate transfers; 
• Understand the basic requirements of executing a valid will; 
• Know the basic considerations of passing property by will; Understand the basics of passing property using a trust; 
• Distinguish between revocable and irrevocable trusts; 
• Be familiar with tools to plan for end of life, disability or incapacity; 
• Be cognizant of an estate planner’s continued role after drafting the documents; and 
• Be aware of possible changes in 2013 to the relevant laws.

CPE

1.0

CLE

N/A