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The Five Costliest Mistakes in Estate Planning By Tara R. Britnell
Five Problem Areas Wills Variation Act Joint Title Undue Influence Fraudulent Conveyance Act Incapacity
Wills Variation Act How to avoid it 1.No assets on death Joint Title Gifts before death Trusts 2.Explain the Will In writing Valid and rational reason
Joint Title Leading cause of estate litigation Why is it a good idea? The Problem: Resulting Trust The property goes back to the Estate Demonstrating Intention Transferors intention is key
Joint Title How to protect against resulting trust: Deed of Gift Independent legal advice Good notes Payment
Undue Influence Invalidates the transaction Coercion Protect against it BC Law Institute Guidelines
Fraudulent Conveyance Act Transferring property to defeat creditors Wills Variation Act creditors Family Relations Act creditors Best defence strategies Good notes Inform spouse
Incapacity Invalidates transactions How to spot it Preventative measures Meet with client alone Medical opinion Independent legal advice
Tara Britnell email@example.com@hdas.com Hamilton Duncan Armstrong & Stewart 1450 – 13401 108 th Avenue, Surrey, BC (604) 581-4677 www.HDAS.com
Living Trust Probate Avoidance Estate Preservation Peace of Mind.
WELCOME TO OUR ESTATE PLANNING CLASS Estate Planning & Elder Law Services, P.C.
© 2007 ME™ (Your Money Education Resource™) Estate Planning for Financial Planners Chapter 1: Introduction to Estate Planning.
The Risley Law Firm Gary Risley 2800 N. Hutton Farmington, NM (505)
Eileen St. Pierre, Ph.D., CFA, CFP® Personal Finance Specialist Oklahoma State University ESTATE PLANNING.
USC Office of Gift Planning
Trust Basics By Jingang Xu (internal training use for Anna Li’s team only)
Wealth Management & Estate Planning Jeffrey M. Axelson, Esq. Axelson, Williamowsky, Bender & Fishman, P.C.
Two Estate Planning Strategies. What is Estate Planning? Structuring a person’s legal and financial affairs so that, at death, his or her assets will.
THE BASICS OF ESTATE PLANNING FOR FARMERS Connie S. Haden.
Wealth Management & Estate Planning Jeffrey M. Axelson, Esq © Axelson, Williamowsky, Bender & Fishman, P.C.
Asset Protection for Business Owners Eduardo R. Arista, CPA, Esq. Notice: The following slides consist of general information, and are.
By: John P. Dedon 1775 Wiehle Avenue, Suite 400 Reston, Virginia (703) VADA Family Convention Greenbrier MONUMENT.
People’s Law School A simple overview of estate planning Roberta P. Clark Attorney at Law Fallbrook, California (760) Web page:
A W E A L T H C O U N S E L C O M P A N Y What Is Estate Planning? Lew Dymond, Jr., Esq.
Trust, Wills & Probate Ricky Villarreal Attorney at Law
How to Avoid Probate: Transfer on Death Deeds; Pay on Death Accounts; Joint Accounts with Right of Survivorship 1 Dorcas “Dori” Grubaugh Adams, Lynch &
Truth About Estate Planning Pauly Law Offices, Inc. What You Should Know Before You See An Attorney.
A Sensible Approach to Planning Your Estate
Texas Real Estate Contracts 4 th Edition © 2015 OnCourse Learning.
Estate Planning Katherine O. VanZanten Cable Huston LLP Portland 1001 SW 5 th, Suite 2000 Portland, OR (503)
Carlson & Copeland, PLLC Attorney Patrick R. Carlson.
Estate Planning For The Smaller Estate Robert Kennedy Branch Manager Woodbury Financial Services Member FINRA, SIPC & Registered Investment Adviser 9570.
Planning for Non-Traditional Relationships Chapter 57 Tools & Techniques of Estate Planning Copyright 2011, The National Underwriter Company1 Some domestic.
© 2004 ME™ (Your Money Education Resource™) 1 Estate Planning Chapter 13: Generation Skipping Transfers.
© 2007 ME™ (Your Money Education Resource™) Estate Planning for Financial Planners Chapter 4: The Probate Process.
Modern Estate Planning J. Sydney Cook, III Steven M. Wyatt R. Kevin Davis Emilee H. Scheeff Sydney Cook & Associates, LLC P. O. Box 1877 Tuscaloosa, AL.
FARM TRANSITION: PLANNING FOR THE NEXT GENERATION.
Gift Tax. Why are gifts taxed? o Gifts were made to avoid estate taxes o Gifts were made to avoid income taxes o Taxes in general are for social welfare.
Review for Midterm Exam Intestacy, Administration, Wills.
ESTATE PLANNING SEMINAR Harley K. Look, Jr. Katz, Look & Moison, P.C Lincoln Street, Suite 1100 Denver, CO
Planning for Long Term Care Expenses Presented by: Larry S. Hartley Board Certified Specialist in Elder Law by the North Carolina State Bar Certified Elder.
Estate Practice: Clients and Multiple Jurisdictions Michael J Perkins BUSINESS & ESTATE LAWYERS
BASICS OF ESTATE PLANNING AND PROBATE Margie Connolly, Attorney at Law MARGARET McCULLOUGH CONNOLLY, PLLC Sugar Land TX Mmconnollylaw.com.
The Law Offices of Chester B. McLaughlin 4545 East Shea, Suite 173 Phoenix, AZ (602)
Estate Planning. Financial Planning (FIN 551 – 552 – 553) o Managing the Wealth of a Client Wealth Accumulation CFPs – Portfolio Management Wealth.
+ ESTATE PLANNING UPDATE Spring 2013 David M. Knasel, Esq. Dominion Business Law PLC Tysons Corner | Leesburg, VA
Estate Planning. Estate: the assets of a deceased person after all debts are paid Estate planning: the act of planning for how your wealth will be.
Estate Tax Law Update Castle Financial Advisors, LLC Like the Knights of Olde, Our Advisors Pledge to Help You Build & Fortify Your Financial Castle.
A Primer on Fraudulent Transfer Law F. Hale Stewart, JD, LLM, CAM, CWM, CTEP The Law Office of Hale Stewart Assetprotectionlawyerinhouston.com Author of.
Don’t Get Buried in the Paperwork Joan Koonce, Ph.D., AFC ® Professor and Extension Financial Planning Specialist.
Wills and Trusts Prepared by Eileen St. Pierre, Ph.D., CFA
Tax Basis Revocable Trust Chapter 29 Tools & Techniques of Estate Planning Copyright 2011, The National Underwriter Company1 An irrevocable trust structured.
Copyright © Cannon Financial Institute, Inc. All Rights Reserved Mastering Portability.
Your destination for estate planning seminars throughout michigan.
1 Selecting the Best Estate Planning Strategies Presented by: >
1 (of 23) FIN 200: Personal Finance Topic 23–Estate Planning Lawrence Schrenk, Instructor.
INSOLVENCY SUMMER 2009/10. INSOLVENCY SUMMER 2009/2010 Lecture 5 TRANSACTIONS VOID AGAINST THE TRUSTEE UNDERVALUED TRANSACTIONS - S 120S 120 Transfers.
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Do not put content on the brand signature area ©2014 Voya Services Company. All rights reserved. CN The Irrevocable Life Insurance Trust:
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