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  • From Lifetime to Legacy: Integrating Core Estate Documents, Charitable Planning, and IRC 6166 Strategies

    Space Coast Association of REALTORS® 2950 Pineda Plaza Way, Melbourne, FL, United States
    Affiliated Associations CLE

    Brevard Paralegal Association, Inc. This is an in person event with a membership meeting to start followed by a CLE presentation. Session Agenda: Agenda-Membership-Meeting.docx Learning Objectives: 1. Overview of Estate Planning: Lifetime Documents (Durable Powers of Attorney, Health Care Surrogate Designation, Living Will, Declaration of Preneed Guardian), Postmortem Documents (wills, revocable trusts, and irrevocable trusts) […]

    Free