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

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)
2. Planned and Charitable Giving – Ways to Integrate Various Options into the above planning
3. IRC 6166- Explained, what clients this applies to, and how to integrate into the above planning

CLE Hours = 1 Substantive