Name: Deciphering Estate Planning: Wills vs. Trusts Explained
Price: 168 CAD
Rating: 4.5 (86 reviews)

What You'll Learn

check_circleIdentify the key components of a comprehensive estate plan.

check_circleExplain the legal steps required for proper asset distribution.

check_circleExplore the probate process and its impact on asset distribution.

check_circleRecognize the importance of planning for incapacity.

check_circleOutline the steps to ensure proper care and management during illness or incapacitation.

check_circleAddress the complexities of blended families and stepchildren in estate planning.

check_circleUnderstand the significance of beneficiary designations and payable on death accounts.

check_circleLearn about the tools available for estate planning, including testamentary and revocable living trusts.

About This Course

Join us for an insightful journey into the world of estate planning with seasoned attorney Denise Tessier from the Tessier Law Firm. This course covers essential aspects of estate planning, including the distribution and management of assets, understanding wills and trusts, and addressing the needs of incapacitated individuals. Whether you are planning for yourself or assisting clients, this course will equip you with the knowledge to navigate the complexities of estate planning effectively. Learn about the latest developments, common misconceptions, and practical steps to ensure your or your client's assets are well-managed and legally protected.

Key Topics Discussed:

Introduction to Estate Planning

Importance and Benefits of Estate Planning

Differences Between Wills and Trusts

Legal Steps for Proper Asset Distribution

The Probate Process

Planning for Incapacity

Long-term Care Considerations

Blended Families and Stepchildren in Estate Planning

Beneficiary Designations and Payable on Death Accounts

Funding Trusts

Role of Estate Planning Attorneys

Avoiding Probate with Trust-Based Plans

Special Needs Trusts

Medicaid Planning and Irrevocable Trusts

Tax Implications in Estate Planning

Selecting Personal Representatives and Trustees

Responsibilities of Trustees and Beneficiaries

Common Misconceptions in Estate Planning

Practical Tools and Resources for Estate Planning

Your Instructor

Denise Tessier

Founding Attorney | The Tessier Law Firm, P.A.

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star86 reviews

Denise Tessier has been a lawyer for over 25 years, admitted in Massachusetts and Connecticut. For many years, Denise served diligently as in-house counsel for large multinationals, international and start-up operations, rising to General Counsel and Compliance Officer roles. She has extensive expertise in highly complex areas such as global insurance and corporate law, regulatory compliance, and dispute resolution. Now residing in Lake Wales, Florida, she has enthusiastically transitioned her practice to passionately educate and serve her new community on how to protect their children, their families, their legacy and wealth. Her continuous goal is to achieve peace of mind for her clients, whether handling elder concerns or crafting solid estate plans. Denise is a graduate of Providence College in Providence, Rhode Island, and Western New England University in Springfield, Massachusetts. in addition to the American Academy of Estate Planning Attorneys, she is an active member of many legal and community organizations including the: Estate Planning and Real Property Chapter of the Florida Bar Association National Academy of Elder Law Lawyers (NAELA), and Academy of Florida Elder Law Attorneys (AFELA) American Bar Association, Real Estate, Trust & Estates Section Polk County Estate Planning Attorney Bar Association Florida Association for Women Lawyers (FAWL) and American Business Women’s Association (ABWA: Lakeland Chapter) Denise has a particularly strong desire to enable and promote other women-owned businesses, and is a LGBTQ+ community ally

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

Deciphering Estate Planning: Wills vs. Trusts Explained

What You'll Learn

About This Course

Your Instructor

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