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Estate Planning Presentation - sample
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A sample estate planning presenation for Minnesota attorneys.
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Estate Planning Presentation - sample
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.
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.
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.
30.
Take away points
1. Draft a Will or Trust 2. Review periodically