Estate Plan Education Meeting by Scott Learned

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Slide Notes

Estate Plan Education Meeting

Learned Lawyer estate planning education meeting.

PRESENTATION OUTLINE

ESTATE PLANNING

EDUCATION MEETING

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AGENDA

Discuss your needs and wants
Educate me about you
Educate you about me
Discuss options and costs

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NO FEE TODAY

Relax and enjoy the conversation
Agreement before billing

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Ethics Issues

Confidentiality
Conflicts of interest

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EDUCATE ME

What brought you in?
What are your concerns?
What are your wants?

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TAXES

No Idaho estate tax
High federal tax exemption
Some income tax concerns

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PROBATE

Public court process
Can be avoided
$1500 to $3000

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DISABILITY

WHO WILL CARE FOR YOU

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PROTECTING KIDS

DIVORCE, CREDITORS, IMMATURITY

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DISABLED BENEFICIARIES

DON’T GIVE THEM $ DIRECTLY

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CHARITABLE INTENT?

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SEPARATE PROPERTY TRUST?

OR SURVIVING SPOUSE TRUST?

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COMPLICATED ASSETS

BUSINESS OWNERSHIP

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PLANS

AND COSTS

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Scott Learned

www.learnedlawyeridaho.com