Centre Region Estate Planning Council CLE Program

//Centre Region Estate Planning Council CLE Program
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Family Involvement in Estate Planning: Three Key Elements

What are some of the most important elements planners might consider when thinking about engaging family members in estate planning?

A team of panelists will focus on three areas:

  1. When to involve children in the estate planning process and when to share financial information;
  2. Power of Attorney preparation and implementation;
  3. Postmortem communication of something outside the scope of estate planning documents (such as the rationale behind how assets are to be distributed and what considerations the decedent would like the beneficiaries to keep in mind as they determine how to use their inheritance).

This hour-long program will be followed by a reception. Please RSVP to Larry Mroz, CREPC Treasurer, at laurence.mroz@pnc.om.

CCBA is sponsoring the Free CLE credit for CCBA members. If not a CCBA member and interested in attending this program for the CLE credit, then please contact Hollyce Winters at hollyce@centrecountybar.org.