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Introduction to Trusts, Estate Planning: MCLE BasicsPlus!

December 16, 2020


On December 16, Johanna Goulding presented "Introduction to Trusts" at the virtual seminar Estate Planning: MCLE BasicsPlus! The seminar gave practioners a solid foundation in the skill set and tools necessary to establish a successful estate planning practice, and focused on practical application of the law involved in planning an estate of less than $2M.

Participants got advice on how to prepare wills, trusts, health care proxies and powers of attorney based on clients' financial situations and learned tips on conducting client meetings and navigating common ethical issues in estate planning. Also involved in the seminar were introductions to issues essential for an estate planner, including transfer tax and elder law.

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