THE 60-MINUTE LAWYER
All too often people put off preparing or updating their estate plan until the last minute. For some, thinking of death is a hard pill to swallow, and as a result they avoid it. This leads to urgent last-minute calls to lawyers for a Will when a potential client is terminally ill or dying. Learn how to effectively, tactfully handle these deathbed estate planning calls. What do you do when a client's spouse or child calls you about the dreaded deathbed estate plan request or questions? What are your first steps and what issues should you look out for? the expert speaker discusses all that and more! Customize the dialogue with your own questions.Course Content
12:00 - 12:11 pmInitial Questions to Consider
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
12:11 - 12:31 pm
Capacity Issues
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
12:31 - 12:41 pm
Medicaid Planning
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
12:41 - 12:58 pm
Tax Considerations, Traps for the Un-weary with Q&A
Shani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
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
FacultyShani Rea Collymore, Esq.,
Cody, Cody & McCarthy LLC, Quincy
