Estate Planning 101: The Five Most Important Clauses for Wills and Trusts

Cohen Seglias Pallas Greenhall & Furman PC
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Presented by Whitney Patience O'Reilly on February 16, 2021.

Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this webinar, Whitney O’Reilly covers the basics of a good estate plan and reviews the most important clauses to include in wills and trusts, the designation of executors and trustees (including a back-up plan), minor provisions, and tax planning. She shares real-life examples of the dire See more +

Presented by Whitney Patience O'Reilly on February 16, 2021.

Too often, when planning an estate, individuals and families overlook some key provisions that will better protect their families and their wishes. In this webinar, Whitney O’Reilly covers the basics of a good estate plan and reviews the most important clauses to include in wills and trusts, the designation of executors and trustees (including a back-up plan), minor provisions, and tax planning. She shares real-life examples of the dire consequences of lacking an estate plan and will provide tips to ensure your estate plan protects your family. See less -

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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