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Basic Estate Planning Series, Part 1: Planning for Estates Under $11.2 Million (On Demand)

3.0 Credit Hrs

This session will focus on the basic will and estate plan for the client with an estate valued at less than the fed­eral applicable exclusion amount, currently 11.2 million. It will review assets that may be dis­posed of by will, as well as factors to consider when making bequests. Faculty also will discuss estate and inheritance tax at the state level, which often has a lower threshold than the federal estate tax.  Additionally, faculty will address issues on collecting informa­tion from the client and collateral estate planning, including powers of attorney for financial matters and health care. This is a pre-recorded replay of the 4/18/18 course.


Catherine Mary Rafferty, Law Offices of Catherine Mary Rafferty
Julia O’Brien, Furey, Doolan & Abell, LLP
Standard price: $129.00
D.C. Bar member price: $99.00
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