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Trust And Estate Planning For Single Client (teleseminar)
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This program will provide you with a real world guide to counseling and trust and estate planning issues for unmarried clients.

2/13/2019
When: 2/13/2019
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.

 
TRUST AND ESTATE PLANNING FOR SINGLE CLIENTS, 1 CLE hour
 

It’s a misnomer to think that single clients, those who are unmarried and without children, don’t need estate planning.  In some important ways, they need planning more urgently than clients who are married.  Single clients need to plan for long-term health and medical decision making, if they do not have close relatives.  They need to plan for their long-term care and to maximize the benefit of retirement accounts. They also need to grapple with what to do with any assets they may have at their death.  Single clients often do not think about these issues and need to be counseled about alternatives.  

  • Advance medical directives, health care powers of attorney, and living wills 
  • Counseling clients about charitable giving to develop their interests/passions
  • Issues related to retirement income
  • Retirement account assets, life insurance policies, and beneficiary designations
  • Choosing personal representatives when the client does not have close family


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.

 

Michael Sneeringer an attorney in the Naples, Florida office of Porter Wright Morris & Arthur LLP, where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law. He has served as vice chair of the asset protection planning committee of the ABA’s Real Property, Trust and Estate Section and is an official reporter of the Heckerling Institute.  Mr. Sneeringer received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law.

 

*(Teleseminar courses qualify for self-study credit only)  

The dial in number for all teleseminars is 877-309-0175 (no pin/code required). If you don’t receive written materials by 11 am on the day of the teleseminar, please call 866-879-9236.

 

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