Overview of Estate Planning

Author: James D. Baird
Current to: June 2019

In this week’s Practice Point from CLEBC Online Course Materials, James D. Baird of Boughton Law Corporation provides a practical overview of estate planning.

Topics covered are:

• What is an estate plan?
• Professional responsibility and liability
• What are the goals of estate planning?
• What are the components of a typical estate plan?
• Commonly used tools to implement an estate plan

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