This is a video replay of a program originally held on October 9, 2017.
Protect your clients by ensuring that their estate documents work together
- Learn how to determine if an older client’s existing documents are compatible
- Get the tools you need to ensure that the documents you draft work well together
Learn how to develop and execute an adaptive estate plan
- Create an estate plan that will adapt to your client’s changing needs
- Learn how to sort through the complexities involved in developing an estate plan