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Estate Planning Considerations for Soldiers and Their Families

Understand the importance of having a current and appropriate estate plan in place and avoid potential issues that may be encountered.

Many military personnel and their families are unaware of the complex issues they may confront due to frequent changes of assignment and differences in state laws. They may not understand the difference between domicile and home of record and the role it plays in their estate planning. This topic will alert you to the types of issues they may encounter and the importance of having a current and appropriate estate plan in place, both for them and for their families. You will be able to assess the family's situation and identify the actions to be taken to ensure they and their families are protected should something unfortunate and unforeseen occur.

62 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Authority of Family Member(s) or Soldier to Act on Behalf of One Another

  • HIPAA Release Forms
  • Health Care Power of Attorney
  • Advance Directives
  • Property/Financial Powers of Attorney
  • Unique Deployment Issues
  • Standardized Documents vs. Tailored Ones
  • Resources

Beneficiary Designations

  • Life Insurance Ownership and Beneficiary
  • Thrift Saving Plan
  • Survivor Benefit Plan

Guardians for Minor Children

  • Designate Guardian in Last Will and Testament
  • Priority Right of Appointment Determined by State Law
  • Deployment Concerns for Single Parents

Probate Avoidance

  • Joint Tenant With Right of Survivorship
  • Transfer on Death Deed
  • Payable on Death Accounts
  • Transfer on Death Accounts
  • Property Ownership in Two or More States - Multiple Probates
    • Living Trust Pros and Cons

Special Needs Planning

  • Government Benefits
  • Guardianship of Adult Child With Disability
  • Special Needs Trust
    • Testamentary
    • Stand Alone (Third Party vs. First Party)

Estate Planning Upon Divorce

  • Domicile vs. Home of Record
  • SSCRA
  • Federal Law Determines Spousal Entitlement
  • Redo Will, Powers of Attorney, Trust (If Appropriate)
  • Update Beneficiary Forms
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

MP3 Download

  • Arizona CLE 1.0
     
  • CA MCLE 1.0
     
  • CT CLE 1.0
     
  • HI CLE 1.0
     
  • NJ CLE 1.2
     
  • NY CLE 1.0 including Areas of Professional Practice 1
     
  • VT CLE 1.0
     
  • WA CLE 1.0
     
  • WV MCLE 1.2
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on October 27, 2021.

Call 1-866-352-9540 for further credit information.

  • AK CLE 1.0
     
  • Alaska attorneys may receive 1.0 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.0
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.0 hours credit.
     
  • AR CLE 1.0
     
  • This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.0
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.0
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
     
  • CT CLE 1.0
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
     
  • HI CLE 1.0
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours.
     
  • IL CLE 1.0
     
  • This course was approved for a total of 1.0 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ND CLE 1.0
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.0 hours of CLE credit.
     
  • NH MCLE 1.0
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 62 Minutes.
     
  • NJ CLE 1.2
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.2 hours of total CLE credit.
     
  • NY CLE 1.0 including Areas of Professional Practice 1
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Areas of Professional Practice for 1.00 hour. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.0
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
     
  • VT CLE 1.0
     
  • This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
     
  • WA CLE 1.0
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of A/V credit under the Law & Legal Procedure category.
     
  • WI CLE 1.0
     
  • This program qualifies for 1.0 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
     
  • WV MCLE 1.2
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.2 MCLE hours.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jerry E. Shiles

Jerry E. Shiles

Parman & Easterday

  • Managing member of the Oklahoma City law firm of Parman & Easterday, with offices in Tulsa, Shawnee, and Enid, Oklahoma; Kansas City, Missouri; and Overland Park, Kansas
  • Practice is concentrated in the areas of elder law and Medicaid, estate planning, probate, and trust administration
  • For over 40 years, he has lectured extensively to professional groups in the United States, Europe, and Japan and has published numerous articles and treatises
  • Lecturer to military JA officers at the Army Judge Advocate General School and the Naval Justice School, and to Air Force JA officers in Europe and the United States
  • Co-author of the Oklahoma Bar Association’s Family Law Section Practice Manual and the book Estate Planning Basics: A Crash Course in Safeguarding Your Legacy, published originally in 2007 and updated most recently in 2019
  • Member of the Oklahoma County, Oklahoma, Nevada, and District of Columbia Bar Associations; the National Academy of Elder Law Attorneys; the American Academy of Estate Planning Attorneys; the Oklahoma City Tax Lawyers Association; the Planned Giving Council of Oklahoma; and the American Bar Association; former member of the ABA Standing Committee on Legal Assistance to Military Personnel and the Frankfurt (Germany) American Bar Association; and a certified VA advisor
  • Fellow of the American Academy of Elder Law Attorneys; recipient of the IRS Certificate of Recognition, Department of Defense Distinguished Civilian Service Award and Legion of Merit, ABA Distinguished Service Award, and Five Star Wealth Manager for Oklahoma
  • Listed in Who’s Who in the Leadership of the United States, Who’s Who of American Lawyers, Who’s Who of Executives and Professionals, AVVO top rated elder law attorney (10.0 Superb), and achieved the highest rating in the Martindale-Hubbell Law Directory
  • Retired Army Colonel
  • LL.M. degree, The Judge Advocate General’s School-Army, University of Virginia; J.D. degree, with honors, University of Utah; M.S. degree in strategic planning, U.S. Army War College; B.S. degree, University of Nevada, Las Vegas; a certificate in German, University of Connecticut
  • Can be contacted at 405-843-6100 and [email protected]
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More Program Information

Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!


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  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409117
Published 2021
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