Core Estate Planning Documents During COVID

April 28, 2020

Every practitioner is familiar with the common or “core” estate planning documents: powers of attorney, living will, health care proxy, will and revocable trust. But how might Covid-19 uniquely impact provisions in, and planning for, these ubiquitous and essential documents? What provisions in a living will should be modified in ways perhaps not addressed in the past? How might the stay-at-home environment impact the use of financial powers of attorney and health care proxies? What modifications might help clients in these difficult times. These issues will be discussed, and sample language provided. How might your use of wills and revocable trusts change in the current environment? How might you help a client modify beneficiary designations remotely? With social distancing what different types of signing arrangements might conform with current law? Checklists, sample language and a survey of a several approaches will be provided. This will be a practical presentation with concrete suggestions to help practitioners in every discipline guide clients now.

Speakers: Martin Shenkman, Esq. Jonathan G. Blattmachr, Esq. and Abigail O’Connor, Esq.

Sponsors: Peak Trust Company and Interactive Legal

There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar. But a certificate of attendance will be provided.

This may constitute attorney advertising.