In this seminar experienced probate attorneys Marcie Hefler and Shunte Goss will teach us the ins and outs of Transfer on Death Instruments (TODIs). Learn tips for preparing and recording TODIs, pitfalls to avoid, and more!
This seminar is meant to provide a solid foundation in estate planning so that volunteers can properly advise clients and create an estate plan that best suits their needs. Explore topics to include the importance of a comprehensive intake and complete client information, wills, trusts, powers of attorney and other advanced directives, and more!