Name: Estate Planning for Everyone: Turning Goals into Plans
Price: 83 CAD
Rating: 5 (2 reviews)

What You'll Learn

check_circleUnderstand the basic components of an estate plan and the role each document plays in ensuring proper management of assets and medical decisions.

check_circleLearn how to create a comprehensive healthcare proxy and living will, detailing the steps involved in making medical decisions in the event of incapacity.

check_circleMaster Medicaid and long-term care planning strategies, including proactive and crisis planning techniques.

check_circleUnderstand tax implications in estate planning, including strategies to minimize estate and gift taxes for clients.

About This Course

Join Daniel Miller for this basic course on estate planning. Every attorney should know this information, regardless of their area of practice. It’s valuable for both your clients and yourself!

Topics List:

Introduction to Estate Planning: What Can We Plan For?
Key Documents in an Estate Plan: Will, Trusts, and More
Understanding Revocable Trusts: How They Work and Their Benefits
Planning for Incapacity: Medical and Financial Affairs
Healthcare Proxies and Living Wills: Ensuring Medical Decisions Align with Wishes
Power of Attorney: Drafting, Modifications, and Practical Use
Long-Term Care Planning: Medicaid and Asset Protection
Estate and Gift Taxes: Planning to Minimize Impact
Special Considerations: Planning for Minor Children and Special Needs Beneficiaries
Key Estate Planning Tools: Trusts, Wills, and Testamentary Substitutes

Your Instructors

NYS Academy of Trial Lawyers

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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

Daniel Miller, Esq.

Managing Attorney at Miller & Miller Law Group, PLLC

As a third-generation attorney, Daniel Miller combines modern legal strategies with his family’s long-standing tradition of client-focused service. He creates personalized estate plans that protect families from the challenges of Medicaid, probate, and long-term care costs. Outside the office, Daniel is a devoted husband, proud father of two daughters, a long-suffering Jets fan, and an avid Hawaii enthusiast.

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.

Estate Planning for Everyone: Turning Goals into Plans

What You'll Learn

About This Course

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