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 Friday, April 25, 2025

Arrive Between 6:00 PM and 6:20 PM

Outline

1. Introduction

2. Three legal Phases

3. Property Transfer at Death

4. Estate Documents

5. Compensation for Professional Services

6. Basic Documents

7. Residency Establishment

8. Document E…

9. Document Duplication

10. TC….

11. ART

12. The Revocable Living Trust

13. Estate Tax Provisions

14. Wills

15. Corporate Trustee

16. Document Review

17. Probate Administration

18. Trust Administration

19. Gifting Strategies

20. Estate & Gift Tax Calculations

21. Irrevocable Trusts

22. Ladybird Deeds