Multiple wills are an established estate planning strategy. Useful for a number of objectives, they often appeal to business owners, owners of foreign real estate, and individuals seeking additional privacy. While multiple wills may seem like a simple solution to some testamentary issues, there are important factors involved in weighing whether multiple wills are the right solution for individual clients. In addition, lawyers who prepare these documents must carefully draft them, with proper consideration of local laws, to avoid unintended and serious consequences. This program is designed to help you decide when to recommend multiple wills to a client and to offer insights on important drafting and administration considerations to avoid negative results. Experienced estates practitioner Rose Shawlee will address multiple wills as a strategy to reduce or avoid probate fees, the benefits and risks of multiple wills, and important provisions to include when drafting effective multiple wills. By the end of the program, you’ll have a better sense of whether multiple wills are the right estate planning tool for your clients, know how to explain the need for multiple wills to your client, and understand how to avoid potential liability with multiple wills. Register early to avoid disappointment!
Live webinar with chat includes 60 day replay. This program features real-time audio and video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.