What surprises are lurking in your client files? No matter how well you profile your client’s situation, clients do not always tell the whole story. Clients make assumptions and even take action on their own in some cases. In order to avoid these pitfalls, take some time to review your knowledge of the ever-changing issues in estate planning.

This presentation is designed to alert you to the nuances that creep into the already complex estate planning process. Through case studies and “what if” scenarios, the panel will demonstrate how wills, trusts, life and long-term care insurance can be used to formulate an effective estate plan. But more than that, these leading experts will take a look at some of the universal issues, the significance of the present federal and state laws, and specific situations that call for sensitive handling.

After completing this program, you will be able to:

• View estate planning with a more realistic perspective

• Choose the most effective estate planning tools for each individual’s financial situation

• Better understand how federal and state laws interact in estate planning

• Confront nontraditional family and health issues more effectively

• Anticipate real-life questions from clients

Available on DVD only. Books not available.