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Estate Plan Education Meeting
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Learned Lawyer estate planning education meeting.
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PRESENTATION OUTLINE
1.
ESTATE PLANNING
EDUCATION MEETING
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Peggy2012CREATIVELENZ
2.
AGENDA
Discuss your needs and wants
Educate me about you
Educate you about me
Discuss options and costs
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Hope House Press
3.
NO FEE TODAY
Relax and enjoy the conversation
Agreement before billing
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`James Wheeler
4.
Ethics Issues
Confidentiality
Conflicts of interest
Photo by
Kristina Flour
5.
EDUCATE ME
What brought you in?
What are your concerns?
What are your wants?
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Sylvia Yang
6.
TAXES
No Idaho estate tax
High federal tax exemption
Some income tax concerns
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DonkeyHotey
7.
PROBATE
Public court process
Can be avoided
$1500 to $3000
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massmatt
8.
DISABILITY
WHO WILL CARE FOR YOU
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james williams
9.
PROTECTING KIDS
DIVORCE, CREDITORS, IMMATURITY
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Ray Hennessy
10.
DISABLED BENEFICIARIES
DON’T GIVE THEM $ DIRECTLY
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Franco Folini
11.
CHARITABLE INTENT?
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Evan Kirby
12.
SEPARATE PROPERTY TRUST?
OR SURVIVING SPOUSE TRUST?
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Stuck in Customs
13.
COMPLICATED ASSETS
BUSINESS OWNERSHIP
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Joshua Ness
14.
PLANS
AND COSTS
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marfis75
Scott Learned
www.learnedlawyeridaho.com
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