Estate Planning from an Elder Law Attorney’s Perspective

Southwest Florida Paralegal Association, Inc.

○ Understand basic estate planning terminology, key estate planning documents, and execution requirements
○ Learn how to anticipate issues with respect to creditors, potential incapacity, and disabilities
○ A guided approach to identifying ethical issues that arise in estate planning and proposed solutions to remedy these issues

Learning Objectives:

1. Learn the key information to gather at intake to provide proper guidance to estate planning clients
2. Learn key legal terminology with respect to estate planning
3. Learn the legal documents which constitute a basic estate plan
4. Learn how to evaluate a client’s assets and properly advise clients with respect to their estate plan
5. Learn how to anticipate issues with respect to creditors, potential incapacity, and disabilities and how they may effect your client’s estate plan
6. Learn how to spot ethical issues in representing estate planning clients and identify proposed solutions to resolve these issues

CLE Hours = 1.5 Substantive