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On-Demand: Estate Planning for Trial Lawyers with Elise Sanguinetti



ON-DEMAND: ESTATE PLANNING FOR TRIAL LAWYERS WITH ELISE SANGUINETTI, HOSTED BY FORGE

You'll learn why estate planning is important for everyone no matter the life stage, the five essentials of estate planning and more in one informal session with AAJ Foundation Fundraising Chair Elise Sanguinetti and Forge Consulting. 

The AAJ Foundation is a 501(c)(3) nonprofit corporation. Contributions may be deducted as charitable contributions; members should consult with their tax advisor to determine whether their contribution is deductible in whole or in part.

This AAJ resource is not available for CLE credits. FAQs on CLE and Education programs can be found HERE.

This on-demand course contains the webinar recording, materials, and bios for all speakers. 

After viewing this complimentary course please complete this survey to provide us with feedback on your experience. 
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Agenda    Course Materials    Webinar Recording
Topics
OPENING REMARKS
WHY DO YOU NEED AN ESTATE PLAN
WHAT DOES DYING WITHOUT AN ESTATE PLAN LOOK LIKE
5 ESSENTIAL ITEMS IN ESTATE PLANNING
LIMITED ESTATE PLANS
WHAT HAPPENS WHEN AN ESTATE PLAN IS IN PLACE
HOW TO INCLUDE CHARITABLE GIVING IN YOUR ESTATE PLANS
CARING FOR A FAMILY MEMBER WITH DISABILITIES AFTE DEATH
ESTATE TAX CHANGES
STATE TAX CONCERNS 
CONCLUDING REMARKS

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Requesters should provide information about the nature of the requested accommodation and include contact information (such as an email address, residential address, or telephone number) at which they can be reached. Depending on the nature of the request, we may need sufficient advance notice to provide a reasonable accommodation.