Estate Planning 101: The Nuts and Bolts

When:  Sep 15, 2015 from 04:00 PM to 07:00 PM (ET)
Associated with  Probate Law (PL)

We all know that the only certain things in life are death and taxes. Learn how to help your clients plan for both of these eventualities. This program is designed to guide new attorneys through the estate planning process, including how to conduct the initial interview to the best practices for the signing ceremony. Our experts will explain the process using their own sample forms. Topics include:

  • Conducting the initial client interviews
  • Assembling the necessary information
  • Estate tax
  • Directing the execution of the estate plan

Location

20 West St
Boston, MA 02111