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Elective Share Planning Strategies (AEPI 2020)

Description

This presentation will review opportunities presented by the new statute through the use of scenarios for average, small(er) and large estates.  Questions to be considered include:

    • How does the statute protect surviving spouses?
    • How does the statute protect non-spouse beneficiaries?
    • What planning opportunities and challenges does the statute present for estate and trust, elder, disability and family law attorneys?
    • How does the statute affect the roles of fiduciaries and custodians?Jonathan G. Lasley Esq., Stewart, Plant & Blumenthal, LLC
      Kelly Preteroti, Esq, Baker Donelson
Course Level
TBD
Professional Area of Focus
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
1.0
Instructor(s)
Jonathan Lasley Kelly Preteroti
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When
Available 24/7
Location
Online
Total CLE Credits
1.0
Format
On-Demand

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Elective Share Planning Strategies (AEPI 2020)