Overview of the Planning Process

Overview of the Planning Process

Overview – Topics to be covered:
  • Planning Process and Portability
  • Tax Aspects—Framework
  • Relationship to Client
  • Sensitivity to Conflict
  • Power of Attorney
  • Medical Powers of Attorney
  • Living Wills

Todd Bornstein, Esq.,Selzer Gurvitch Rabin Wertheimer & Polott, P.C.
Kristie J. Hall, Esq., Selzer Gurvitch Rabin Wertheimer & Polott, P.C.

 

This On-Demand is also available as part of the Essentials of Maryland Estate and Trust Practice curriculum. This curriculum offers the courses and publications in one package, that would cost hundreds more to purchase separately. Learn more!
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Discounted member price: 249.00
279.00
You could save: 10.8%
 

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