In our prior article,1 we introduced a 20-point checklist for practitioners to consult when planning for clients who are near death and require last-minute (or eleventh hour) tune-ups to their estate plans. In light of recent case law, practical concerns and developments in technology (both in the digital and reproductive space), we now augment our original checklist with 10 new points for eleventh hour planning. We aim to cast a spotlight on overlooked planning opportunities and
Planning at the Eleventh Hour: Part II
Augmenting a practitioner’s checklist for clients near death.