AEP® and EPLS Forum An Estate Planning Case Study
Ths event takes places from 4:00 pm ET - 5:00 pm ET.
Details of the Case Study
Teresa and James Jefferson are a married but estranged couple, and Teresa has recently passed. This couple has several unique circumstances, including but not limited to Annie, a special needs child from Teresa's first marriage, a dog named Toby, joint tenancy of a five-acre ranch in a prime development area, the estate of Teresa's recently deceased mother, and James' struggles with early stages of dementia.
This session will include small, multi-disciplinary breakout sessions during which attendees will use their knowlege and problem-solving skills to address key questions related to the fact patttern.
Continuing Education Credit
Attending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.
REGISTER HERE: https://www.councildues.council.naepc.org/events/event/27454
