This webinar will explain to members i) the essential estate planning documents every person needs; ii) the differences between a Will-based vs. Trust-based estate plan.
Participants will learn what to look for when helping clients plan for aging in place to ensure that the clients have comprehensive and robust estate plans in place, and what estate planning attorneys look at to make the determination to recommend a Will-based or a Trust-based estate plan.
This session eligible for 1 credit hour of Standards of Practice, Types of Expense toward CDMM® recertification.
Intended Audience:
All Daily Money Managers
Presenter: Elizabeth Gray, Esquire
Elizabeth Gray has been practicing law in the Commonwealth of Virginia since 1996. Elizabeth focuses her practice in the areas of estate planning, elder law, special needs planning, guardianships/conservatorships, and the administration of estates. Elizabeth is a Certified Elder Law Attorney by the National Elder Law Foundation.
Questions: Email AADMM Registration Office: registration@aadmm.com.