Navigating the Sea Change—Planning for Married Clients (MP3 download)

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 $40.00
Item Code:
 AEP15-4.MP3
 
SUMMARY
From Advanced Estate Planning (2015), June 12, 2015.
DESCRIPTION

Session excerpted from Advanced Estate Planning (2015), presented on June 12, 2015.

Topics include:

• The complexity of advising, drafting, and administering estate plans for today’s married couples
• Replacing conventional estate planning strategies with simpler plans
• Building in flexibility when it comes to estate and income tax considerations
• Case examples and sample language

Cosponsored by the Estate Planning and Administration Section.

1 General CLE credit
1*3696, 06/12/2015

Download course materials (PDF)
Download MCLE recordkeeping form (PDF)

Listening to an MP3 download is considered self-study and should be reported on OSB MCLE Form 6 (Contemporaneous Individual Screening Log). For reporting questions, please visit http://www.osbar.org/mcle or call the OSB MCLE Department at (503) 431-6368 or toll-free at (800) 452-8260, ext. 368.

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