INSTANT DOWNLOAD: “Estate Planning Drafting for Blended Families”

Important Drafting ConsiderationsEvery Estate Planner Should Know
for Clients with Blended Families

Blended families – – families with kids from prior marriages – – are more and more common, which means that counseling clients on the best planning strategies for their families is more important than ever.

In particular, there are a number of important estate plan drafting considerations that estate planning attorneys need to know!

This is why we’ve brought in one of the nation’s experts on estate planning for blended families, Mr. L. Paul Hood, Jr., J.D., LL.M.,  for a special presentation entitled, “Important Estate Planning Drafting Considerations for Blended Families”

During this 90-minute presentation, Paul will cover:

• The ethical issues attorneys need to consider when taking on blended family clients, as well as a look at some stark statistics
• A review of a two-part engagement letter that Paul has specifically designed for use with blended family clients (including a modifiable version for you to use right away in your practice!)

• Important estate plan drafting issues, including an analysis of actual clauses, for the following topics:
  • Testamentary QTIPs, Unitrusts and Annuity Trusts
  • Flexibility provisions
  • QTIP Information Rights
  • QTIP Trusts and Spendthrift Clauses
  • Portability
  • Allocations of Assets within the client’s estate or trust
  • Estate Equalization in blended families in the world of portability

• Selected financial or property power of attorney drafting issues, including a review of specific clauses in POA documents, for the following topics:
  • Limitations on the agent’s authority
  • Limiting giving away precious family heirlooms
  • Limiting changes to beneficiary designations (including IRAs and retirement plans)
  • Automatic termination upon separation of divorce
  • Limit the exercise of powers of appointment
  • Requiring periodic accountings by the agent
  • Affirmatively and broadly restrict self-dealing

• And much more!

If you’re an estate planning attorney with any clients with blended families (stepchildren, stepparents, half-siblings, etc.), then you will definitely want to tune into this presentation to learn the most important blended family drafting considerations!

Your purchase includes an instantly downloadable Video & Audio Recording, PDF Handouts & Modifiable Engagement Letter. You get all of this and more for your office for just $149. A PDF transcript is available as an add-on for an additional fee.