2015-2016 LIVE REPLAY: Ethical Wills: Drafting Wills to Reflect Client Values

When:  Oct 9, 2015 from 12:00 PM to 01:00 PM (CT)
12:00 pm - 1:00 pm Ethical wills are subtle documents that incorporate not only substantive legal and tax mechanics of transferring property efficiently, but also reflect in their structure and terms the values and non-financial purposes of the client.  This requires careful drafting to reflect the client’s particular “ethics,” being mindful of what the law will allow and enforce. This program will provide you a real-world understanding of ethical wills, how to counsel clients about them, and draft the underlying documents.