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Estate Planning: MCLE BasicsPlus!®

Estate Planning: MCLE BasicsPlus! – December 16 & 17, 2020

Jennifer Taddeo is a co-chair of the December 2020 event “Estate Planning: MCLE BasicsPlus!” The two-day event is being held via live webcast on Wednesday, December 16, and Thursday, December 17, 2020.

Estate Planning: MCLE BasicsPlus!® gives practitioners a solid foundation in the skill set and tools necessary to establish a successful estate planning practice. The program focuses on practical application of the law involved in planning an estate of less than $2,000,000, although it also introduces concerns that arise in larger estates. You get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client’s financial situation. You gain tips on how to conduct client meetings and how to navigate common ethical issues in estate planning. You also get an introduction to a variety of issues that are essential for an estate planner, including transfer tax issues and elder law issues. You leave this program with a solid grounding in estate planning and the ability to jump-start your practice.

Learn more and register on the MCLE website.

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