Description
This course review estate planning issues with a particular focus on how they apply to modern families. It moves from a basic estate planning overview to a discussion of the unique issues in today’s modern families. It also includes tax issues, premarital and relationship formalization considerations, lifetime estate planning options.
This course has been completely revised, featuring several new and updated topics including strategies to help clients plan for various scenarios, including the following areas:
- Clients in long-term polyamorous relationships
- Planning for single clients
- Clients with nonmarital children
- Client goals related to cryonics and cloning, including techniques for the creation of personal revival trusts
- Clients with intellectual property assets
- Clients’ pet-related legacy goals
- Modern philanthropy trends in estate planning
- New technologies and trends in conception and their legal implications, including posthumously conceived children
- Updates to trust planning and income tax considerations in estate planning
- Planning for longer lifespans and fading capacity
- Digital assets and intellectual property, which may have a lifespan that exceeds its creator
Specific course topics covered include the following:
Chapter 1: Planning for All Modern Families 1
Chapter 2: Planning for Divorce 41
Chapter 3: Planning for Blended Families 67
Chapter 4: Planning for Polyamorous Relationships 93
Chapter 5: Planning for Multinational Families 109
Chapter 6: Planning for Same-Sex Married Couples 145
Chapter 7: Planning for Unmarried and Cohabitation Agreements 157
Chapter 8: Planning for Single Clients 191
Chapter 9: Planning for Transgender Clients and Family Members 202
Chapter 10: Planning for Adoption 221
Chapter 11: Planning for Nonmarital Children 239
Chapter 12: Planning for Assisted Reproductive Technologies 255
Chapter 13: Supplemental Needs Planning 271
Chapter 14: Planning for Longer Lives: Retirement and Later Life Issues 297
Chapter 15: Planning for Longer Lives: Fading Capacity 313
Chapter 16: Planning for Cryonics and Cloning 337
Chapter 17: Planning for Digital Assets & Cryptocurrencies 351
Chapter 18: Planning for Intellectual Property 369
Chapter 19: Planning for Pets 381
Chapter 20: Planning for Modern Philanthropic Trends 399
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