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Roulet estatebootcamp

ESTATE PLANNING BOOTCAMP: THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS

Cost $15.00
Presentation Length 1.0 hour

Recorded DateDecember 9, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Estate Planning, Taxes
Course Description

In this fast-paced webinar, we will cover the basics of estate planning for non-lawyers. In simple language, devoid of legalese, you'll learn the planning considerations for families with minor children and why standard probate avoidance techniques, such as pay-on-death, transfer-on-death, and joint ownership, often cause more problems than they solve. We will also discuss a special note on IRAs in the wake of the Supreme Court decision in Clark v. Rameker.

Learning Objectives: 


  • Recall the basics of probate

  • Identify the pros and cons of wills and trusts and how to determine what may be best

  • Recall an overview of estate tax planning

  • Identify asset protection considerations

  • Identify financial powers of attorney and health care directives

  • Determine why common probate avoidance techniques such as pay-on-death, transfer-on-death, and joint ownership often cause more problems than they solve

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Chuck Roulet

Roulet Law
Principal
[email protected]
(763) 420-5087

Roulet

Attorney Chuck Roulet’s practice is focused on estate planning, business law, and asset protection services. He is dedicated to helping his clients gain peace of mind by protecting what matters most to them. Chuck earned his undergraduate degree from Georgetown University in Washington, DC, and his law degree from William Mitchell College of Law, where he received the CALI award for being the top student in his class in the area of Estates and Trusts. He was an editor of the William Mitchell Law Review, a member of the Rosalie Wahl Moot Court Team, and provided research and drafting assistance to the committee that rewrote Minnesota’s Civil Jury Instruction Guide. After graduation, Chuck went to work for a large firm in the Twin Cities before starting his own firm. Chuck has published a number of articles on estate planning and business and conducts local and national presentations on estate planning, business formation, and asset protection.

About Our Presenter

Roulet
Roulet Law Firm, with offices in Maple Grove and Bloomington, Minnesota, will help you protect what matters most to you by putting plans in place that will protect your family, your assets, and your business. We take the time to answer each and every one of your questions so you can rest easy knowing that the plan we put in place will help you accomplish your unique needs and goals, whether that's starting a new business or helping ensure that your children would always be raised by the person you want, how you want, and ensure that the money you leave for those you love would be protected.