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Topics to Be Covered: 1. Wills and Trusts • Overview of Wills • Overview of Trusts • Using a Trust for Asset Protection Planning • Planning Considerations Using Trusts 2. Advance Directive for Health Care (ADHC) • Overview & Use • Why Have An ADHC? • Living Will & Health Care Proxy • Requirements for Validly Executed ADHC 3. Durable Financial Power of Attorney (DFPOA) • Overview & Use • Why Have A DFPOA? • Springing vs. Sprung DFPOA • Requirements for Validly Executed DFPOA 4. Questions & Answers
1 CLE
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