Speed Up Your Drafting Process with a Practical Guide to Reviewing Estate Plans
Crafting a client's legacy requires a keen eye for detail: every element of the estate plan must be meticulously selected, executed and coordinated with the rest of the tools. This practical legal guide will give you real-life guidance to spotting common problems and ensuring that every plan works like clockwork. Give clients (and yourself) peace of mind - register today!
Learn what key elements to look for when reviewing wills and trusts.
Ensure the plan truly reflects the client's goals and accounts for family dynamics and other unique circumstances.
Identify ALL relevant laws and ensure compliance.
Examine auxiliary documents to make certain no detail is missed.
Get guidance on coordinating all tools and documents into a cohesive plan.
Covering the Basics
Ensuring Compliance with the Laws
Reviewing the Will/Trust(s)
Reviewing Auxiliary Documents
Making Certain all the Planning Tools Work Well Together
KIMBERLY MCGHEE is an attorney with Black & McGhee, a Professional Law Corporation, in Escondido, California. Ms. McGhee is an elder law attorney who focuses her practice on advocating and protecting her clients' best interests. She has a strong background in commercial litigation. Ms. McGhee possesses a broad range of experience in the areas of estate planning, elder law, long-term care planning, asset protection, retirement planning, banking, real estate and legal ethics. She is a certified specialist in estate planning, trust and probate law by the State of California Board of Legal Specialization, a certified elder law attorney (CELA®) by the National Elder Law Foundation accredited by the State Bar of California, and a VA accredited attorney. Ms. McGhee is a member of the state bars of California and Nevada, vice president of the Southern California National Academy of Elder Law Attorneys, and vice-chair of the North County Bar Association California Conference of Delegates. She earned her B.A. degree from the University of California, San Diego and her J.D. degree, magna cum laude, from California Western School of Law, San Diego.
CHRISTIE TOURNET is an estate planning/administration and real estate/commercial law attorney and counselor with Christie Tournet & Associates in Mandeville, Louisiana. She assists families and businesses with proper planning, dealing with unexpected events, and resolving conflicts. Her plans are comprehensive and personal. Ms. Tournet is a member of the New Orleans Metropolitan Association of Realtors (NOMAR), Northshore Estate Planning Council, Louisiana Notary Association, the 22nd Judicial Circuit Bar and the 22nd Judicial District Circuit Inn of Court. She also performs pro bono work for Southeast Louisiana Legal Services. Ms. Tournet earned her B.A. degree, summa cum laude, from Loyola University and her J.D. degree from Loyola University New Orleans School of Law.
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