Planning for the Eleventh Hour: A 20-Point Checklist
Thursday, June 2, 2016 2:00 pm ET/11:00 am PT
When practitioners meet with clients who are near death, they're tasked with making valuable contributions to the client's estate plan within a limited time frame.
Using a 20-point checklist, our speakers will outline how eleventh hour planning may help clients achieve favorable outcomes for their beneficiaries and avoid missing valuable opportunities.
Among other issues, our speakers will discuss:
- Planning for possible incapacity
- Funding a revocable trust
- Making annual exclusion gifts
- Making charitable gifts
- Reviewing life insurance
- Paying off promissory notes
Our Speakers
David A. Handler, P.C., Partner, Kirkland & Ellis LLP
Kristen Curatolo, Associate, Kirkland & Ellis LLP
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