Learn how to draft wills and trusts to avoid common issues that arise with the flow-through of assets in estate planning and how to address funding issues and problems that arise when planning fails.
If you have a fabulous estate plan but don’t align the reality of your assets with that plan, the consequences can be disastrous and expensive. In today’s estate planning landscape, flow-through plans are ubiquitous. Hear from experienced estate planner, Jennifer Taddeo, and litigator, Darian Butcher, as they discuss strategies for drafting, funding, and fixing in the context of these common and complicated plans.
If you have a fabulous estate plan but don’t align the reality of your assets with that plan, the consequences can be disastrous and expensive. In today’s estate planning landscape, flow-through plans are ubiquitous. Hear from experienced estate planner, Jennifer Taddeo, and litigator, Darian Butcher, as they discuss strategies for drafting, funding, and fixing in the context of these common and complicated plans.
Course Content
12:00 - 12:05 pmEstate Planning: What Does “Pour Over” Mean?
Jennifer D. Taddeo, Esq.,
Estatewise Advisory LLC, Franklin
12:05 - 12:27 pm
Estate Planning: Common Mistakes and How to Avoid Them
Jennifer D. Taddeo, Esq.,
Estatewise Advisory LLC, Franklin
12:27 - 12:52 pm
Estate Planning: Litigating Planning and Funding Mistakes
Darian M. Butcher, Esq.,
Butcher Law LLC, Boston
12:52 - 1:00 pm
Key Takeaways
Darian M. Butcher, Esq.,
Butcher Law LLC, Boston
Jennifer D. Taddeo, Esq.,
Estatewise Advisory LLC, Franklin
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
FacultyDarian M. Butcher, Esq.,
Butcher Law LLC, Boston
Jennifer D. Taddeo, Esq.,
Estatewise Advisory LLC, Franklin
