Charles Hadad, Head of the Estates and Trusts Practice Group, will instruct the Pennsylvania Bar Institute course, Drafting a Last-Minute Estate Plan for the Sick or Dying Client. The program will be held from 9:00 a.m. until 1:15 p.m. on December 14, at the PBI Professional Development Conference Center in the Heinz 57 Center, 7th floor at 339 6th Avenue. It is approved for (3) hours of CLE credit.
Avoid Pitfalls When Time is of the Essence
It takes a critical eye and a well-thought-out game plan to get the results your client seeks when time is of the essence. Discover the information you need to obtain in the initial client meeting, how to determine capacity, assets, and liabilities, and communicate with your client’s other advisors.
Walk step-by-step through the pre-mortem planning process
Determine which estate planning documents are necessary for your client’s circumstances. Discuss guardianship, gifting, life insurance planning, and beneficiary designations. Resolve drafting issues and guard against future contests. Analyze taxation consequences and income tax planning.
Topics will include:
- Initial client meeting
- Determining capacity
- Analyzing family goals
- Evaluating assets and liabilities
- Communicating with family members and the client’s other advisers
- Powers of attorney
- Out of hospital DNR and POLST
- Revocable and irrevocable trusts
- Change of domicile
- Gifting and/or re-titling of assets
- Life insurance
- SSD, SSI
- Locating and securing property
- Funeral prepay
- Pre and post-mortem tax consequences
- And so much more!