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OnDemand Course

Update and Maintenance of Wills, Trusts and Estate Plans

Gain an understanding of the proper updates and documentation to maintain wills, trusts and estate plans.

Effective estate plan documents enable your client to direct the most efficient transfer of assets after their death. They can also address period of incapacity and long-term care issues. But how do you know which your client needs and how to ensure they remain effective and update to date? In essence, a proper estate plan is very important. However, due to life events, changes in assets and laws they can fail if not kept up to date. Therefore, you need to fully understand these documents and what might make them become obsolete in order to effectively counsel your clients. This topic helps the practitioner understand key events that trigger estate planning updates. This content also explains steps to take in each unique client situation to maintain proper estate planning documents. As a result, you will be able to more effectively counsel your clients. This information is a critical foundation to building and maintaining a successful estate planning practice.

Runtime: 90 minutes
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Why Lorman?

Over 33 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

What Important Documents Are Part of an Estate Plan That Require Maintenance?

  • Trust
  • Will
  • Power of Attorney
  • Medical Directive
  • Asset Inventory

What Events Cause an Estate Plan to Need Updating

  • Change in Health
  • Change in Assets
  • Change in Laws
  • Change in Marital Status

How to Ensure Your Clients' Plans Stay up to Date

  • Maintenance Plans
  • How to Run an Estate Planning Review Meeting
  • Family Meetings
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More Program Information

Why Lorman?

Over 33 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

OnDemand Course

This course was last revised on February 23, 2018.

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

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

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Why Lorman?

Over 33 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

Vanessa M. Terzian

Vanessa M. Terzian

Terzian Law Partners, APC

  • Founding partner of Terzian Law Partners, APC
  • Specializing in Estate Planning, Trust Administration and Probate
  • Adjunct professor of Trust and Wills, Southwestern Law School, Rising Star Super Lawyers 2015 – 2017
  • Wrote “Trustee’s, Executors and Beneficiaries”, published by the Institute for Preparing Heirs
  • Active member of the California State Bar and a member of that body’s Trusts and Estates section
  • J.D. degree, Loyola Law School, Deans Honors and Recipient of Deans Full Tuition Aca-demic Scholarship; B.A. degree, Magna Cum Laude, UCSD
  • Can be contacted at 626-683-7234 or [email protected]
Edward A. Terzian

Edward A. Terzian

Terzian Law Partners, APC

  • Founding partner of Terzian Law Partners, APC
  • Specializing in Trust Probate Litigation
  • Rising Star Super Lawyers 2016 – 2017
  • J.D. degree, with honors, Loyola Law School; B.A. degree, summa cum laude, UCLA
  • Active member of the California State Bar and a member of the Tax and Trusts and Estates sections
  • Can be contacted at [email protected], 818-864-6174 or www.vterzianlaw.com
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Why Lorman?

Over 33 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!

  • Live Webinars
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  • White Papers and Articles
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* For audio recordings you only pay shipping

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

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Product ID: 399700
Published 2018
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