{"id":1309,"date":"2015-11-10T13:28:52","date_gmt":"2015-11-10T17:28:52","guid":{"rendered":"\/?p=1309"},"modified":"2021-09-01T10:39:17","modified_gmt":"2021-09-01T14:39:17","slug":"drafting-a-last-minute-estate-plan-for-the-sick-or-dying-client","status":"publish","type":"post","link":"https:\/\/archive-lynchlaw.pfgsandbox.com\/?p=1309","title":{"rendered":"Drafting a Last Minute Estate Plan for the Sick or Dying Client"},"content":{"rendered":"

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Charles Hadad<\/a>, Head of the Estates and Trusts Practice Group, will instruct the Pennsylvania Bar Institute<\/a> course, Drafting a Last-Minute Estate Plan for the Sick or Dying Client<\/em><\/strong>. 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.<\/p>\n

Course Overview:<\/h3>\n

Avoid Pitfalls When Time is of the Essence<\/strong><\/p>\n

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\u2019s other advisors.<\/p>\n

Walk step-by-step through the pre-mortem planning process\u00a0<\/strong><\/p>\n

Determine which estate planning documents are necessary for your client\u2019s 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.<\/p>\n

Topics will include:<\/strong><\/p>\n