The Pour-Over Will in Planning and Administration
Thursday, February 13, 2020, 1:00 PM - 2:00 PM, ET
Presenter: Kimberly Martin Turner, JD
 
WHAT WE’LL COVER
 
Pour-over wills, for decades a part of estate planning, are typically treated as instruments ancillary to their companion revocable trusts.  However, without these powerful documents, a client's assets could end up ultimately distributed to the wrong individuals. In this seminar, the attendees will learn the intrinsic power of pour-over wills in planning and in administration. During this seminar, the attendees will also learn about: 
  • Testamentary additions to trusts
  • Pour-over vs. incorporation by reference
  • Trust revival by pour-over will
  • Pour-over will and the statutory share
  • Uniformity of construction checklist and impact on trust administration
 

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 2/16/2020

1.0 CLE (California Board of Legal Specialization - Estate Planning)
1.0 CFP credit pending (National CFP Board)

 

In order to be awarded the full credit hours, you must be present during the entire webinar.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or education@wealthcounsel.com.

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. 

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

 

This webinar is included for Trusts & Estates Subscribers and provided live complimentary for Business Law Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $139 | Business Law Price: $0 (Website access not included) | Practice Development Price: $139

REGISTER NOW