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Estate and Trust Planning for Short Life Expectancies (teleseminar)
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8/22/2016
When: 08/22/2016
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


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One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
1 CLE hour
 

First Run Broadcast: March 15, 2016
Live Replay: August 22, 2016
1:00 p.m. E.T.(60 minutes)

Estate and trust planning isn’t always for the long-term.  Tragedy happens – illness, accident, unexpected events – and new clients are forced to confront short life expectancies and what to do with their estates. Also, elderly clients can and often do wait until their final years before planning their estates.  Planning for short life expectancies present special problems, including making quick decisions about which assets to gift during the client’s lifetime and which should pass testate, discerning (and if need arises, protecting against) undue influence that typically arises in these cases, anticipating post-mortem challenges to quickly assembled estate plans and planning to preserve the integrity of a client’s plans.  These and other issues make planning for short life expectancies make planning different and difficult. This program will provide you with a practical guide to estate and trust planning for clients with short life expectancies.  

• Special estate planning challenges for client’s with short life expectancies
• Determining what assets should be gifted during a client’s lifetime and which should be passed through a will
• Understanding the risks of lifetime gifts – loss of income tax benefits and potential post-mortem challenges
• Discerning the presence of undue influence and guarding against it
• Anticipating competency and other post-mortem attacks to the legitimacy of plans – and techniques to prevent
• Counseling clients about contemporaneous letters and video testaments to preserve plans
• Role of Special Needs Trusts

Speaker:

Missia H. Vaselaney is a partner in the Cleveland office of Taft, Stettinius & Hollister, LLP, where her practice focuses on estate planning for individuals and businesses.  She also represents clients before federal and state taxing authorities.  Ms. Vaselaney is a member of the American Institute of Certified Public Accountants and has been a member of the Steering Committee for AICPA’s National Advanced Estate Planning Conference since 2001.  Ms. Vaselaney received her B.A. from the University of Dayton and her J.D. from the Cleveland-Marshall College of Law.

 

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