Explore in-depth issues relating to estate planning and estate administration.

Topics include:

• Best practices and quality control in a planning practice
• Best practices and quality control in an administrative practice
• Developing process protocols
• Fee strategies
• Tax issues and practical advice
• Will drafting
• Substantive issues

This on-demand program was originally presented as an in-person program on April 29, 2022.

Total running time for each presentation is approximately 45 minutes. Each presentation in this program is available for individual purchase.

You may also be interested in sessions from LESA’s Refresher 2022: Wills and Estates. Click here for the full list of on-demand presentations from this program.