Understand the best solutions to typical issues found in drafting for an estate under $5 million. In this unique, hands-on seminar, participants work in groups to plan and present their solutions to a hypothetical case study. A leading probate law practitioner guides discussion, critiques each group, and lectures on selected topics. Everyone receives a complete set of faculty-drafted sample documents.
Limited to 21 participants, this seminar delivers focused faculty attention and the opportunity to hear from your colleagues. Participants also have a chance to talk one-on-one with faculty at the included luncheon.
This seminar is limited to Probate & Estate Planning Certificate Program participants and requires advanced preparation.**Prepare in advance with print seminar materials sent to you four weeks before your seminar along with e-mail notification of when the materials are available online.
POLICY INFO: You must be a part of the PCP to attend. The seminar fulfills the limited enrollment seminar requirement for the PCP. Before attending, registrants must have completed the following seminars: Fundamentals of Estate Planning, Planning Techniques for the Taxable Estate, and Fundamentals of Estate Administration. Walk-in registrations are not permitted for this seminar.