Show navigation

Available in:

Audio & Reference Manual
MP3 Download

Overview of Working with Surviving Spouse

Having a realistic and personalized plan for a surviving spouse is crucial when it comes to advising them on their estate and assets after the death occurs.A surviving spouse faces unique challenges after the death of their spouse and ends up in unchartered waters, emotionally, spiritually and financially. The surviving spouse suddenly finds him or herself alone, grieving, vulnerable and forced to deal with legal issues. This information will provide a format for advisors, whether legal, financial or otherwise, to guide and counsel clients who have recently experienced the death of a spouse. The materials will emphasize the myriad of issues that arise for the surviving spouse and present workable suggestions and solutions. This information is critical for anyone who specializes in estate planning or probate or who wants to learn more about this important topic. To often clients fail to plan for the what if scenario or end up in a scenario for which there an insufficient plan or worse, yet, no plan. These materials will provide the necessary tools to address these issues.
Register Now

Free Webinar Sponsored By

More Program Information

Why Lorman?

Over 32 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

Gather Information
  • Financial Data (Statements, Credit Cards, Taxes, Insurance)
  • Trusted Advisors (Lawyer, Accountant, Financial Advisor, Insurance Guy, Priest/Rabbi)
  • Legal Documents (Wills, Trusts, Benefits, Certificates – Marriage, Birth, Death)
Speak With Trusted Advisors
  • Lawyer
  • Accountant
  • Financial Advisor
  • Friend/Family Member
Address Legal Issues
  • Burial and Funeral
  • Creditors
  • Expenses
  • Probate
  • Non-Probate Assets
  • Insurance – Health, Life, Auto
  • Homestead
  • Taxes
  • Memberships
  • Cash Flow
  • Retirement Assets
Plan for the Future
  • Update Estate Planning Documents
  • Asses Financial Needs
  • Ask Questions
  • Develop a Network
Unique Situations
  • Second Marriages
  • Elective Share/Disinherited Spouse
Register Now

Free Webinar Sponsored By

More Program Information

Why Lorman?

Over 32 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

Audio & Reference Manual

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

MP3 Download

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

Register Now

Free Webinar Sponsored By

More Program Information

Why Lorman?

Over 32 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

Tereina Stidd

Tereina Stidd

Cole Schotz P.C.

  • Attorney with Cole Schotz P.C.
  • Concentrates practice in the area of estate planning, probate and trust administration, probate litigation and tax
  • Co-author of the chapter “Homestead” in Basic Estate Planning in Florida, 6th, 7th and 8th ed. published by the Florida Bar
  • Contributor to Estate, Gift, Trust and Fiduciary Tax Returns Planning and Preparation published by Thomson Reuters
  • Recognized many years as a Super Lawyers Florida Rising Star
  • Spoken on various estate planning, retirement assets, homestead and probate matters
  • J.D. degree, the Claude W. Petit College of Law at Ohio Northern University; LL.M. degree, in taxation, the University of Miami School of Law; B.A. degree in political science, cum laude, St. Bonaventure University
  • Licensed to practice law in both Florida and North Carolina
Register Now

Free Webinar Sponsored By

More Program Information

Why Lorman?

Over 32 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.

All of your training, right here at Lorman.

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

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 406126
Published 2019
Register Now

Available in Multiple Formats

Purchase this course and learn on your schedule!