Dr. Barbara O’Neill and Attorney Mary Benzinger, Senior Attorney for the U.S. Army at the Pentagon Army and Air Force Legal Assistance Office, will present this webinar that will focus on a number of estate planning topics that will help financial practitioners navigate this tricky process with clients, including:
- Probate and probate avoidance
Family Favourite by Gareth Williams. Creative Commons CC BY 2.0.
- The advantages and limitations of wills
- Trusts
- Estate taxes
- Blended families
- Life insurance beneficiaries
- States that have transfer on death for vehicles and real property
- Poor planning & minor children
- Testamentary trusts
- Estate planning resources, tips and tricks
Registration is now required for OneOp webinars. You can register for this event here. Here you can also find resources, a copy of the presentation slides, and join the webinar on Sept. 15 at 11 a.m. ET.
