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Estate Planning Presentation - sample

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A sample estate planning presenation for Minnesota attorneys.

A sample estate planning presenation for Minnesota attorneys.

Published in Education
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Transcript

  • 1. 2 important legal issues for seniors Prepare
  • 2. Preparing  for diminished capacity  to leave a heritage
  • 3. Preparing for diminished capacity
  • 4. Capacity ability to make decisions
  • 5. 2 areas of concern  Financial decisions  Health care decisions
  • 6. Financial decisions  Attorney-in-Fact  Power of Attorney
  • 7. If you fail to plan Conservatorship
  • 8. POA Conservator Cost
  • 9. POA Conservator Cost Time
  • 10. POA Conservator Cost Time Conflict
  • 11. POA Conservator Cost Time Conflict Courts
  • 12. Benefits
    • avoid conservatorship
    • reduce conflict
    • ready to use when needed
  • 13. Take away points 1. Get a Power of Attorney 2. Choose AIF carefully.
  • 14. Health care decisions  Health care agent  Health Care Directive
  • 15. ≠ living will ≠ health care POA
  • 16. If you fail to plan Guardianship
  • 17. HCD Guardian Cost Time Conflict Courts
  • 18. Benefits
    • avoid guardianship
    • reduce conflict
    • wishes honored
  • 19. Take away points 1. Get a Health Care Directive 2. Choose Agent carefully.
  • 20. Preparing to leave a heritage
  • 21. Joint ownership and beneficiary designations 1
  • 22. a Will -> Executor 2
  • 23. a Trust -> Grantor -> Trustee -> Beneficiaries 3
  • 24. Will Trust Cost
  • 25. Will Trust Cost Probate
  • 26. Will Trust Cost Probate Flexibility
  • 27. Will Trust Cost Probate Flexibility Public
  • 28. If you fail to plan Minnesota statutes
  • 29. Benefits
    • church and charities
    • reduce conflict
    • wishes honored
  • 30. Take away points 1. Draft a Will or Trust 2. Review periodically