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F19-Estate Planning and Probate
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Estate Planning and Probate: What You Should Know  NEW

Cory Rhoades, Esq.

Before sitting down with your attorney to develop your estate plan, it is helpful to have a basic knowledge of the process and considerations. The following topics will be covered:

  • Understanding the functions of primary estate planning documents: Durable Power of Attorney, Healthcare Proxy, and Last Will and Testament 

  • Planning techniques utilizing life estates and trusts (irrevocable and revocable) 

  • Reviewing the issues and reasoning behind nursing home planning 

  • Explaining the Probate Court’s function and the process for probating a will or intestate 
estate
  • Discussing potential tax issues in your estate plan. 


 

Additional time will be provided at the end for questions. 
Limited to 20.

 

Dates: 2 Thursdays, January 9-16                                               Time: 6:30-8:00PM

@Needham High School, Room 206                                          Fee: $35

 

Payment to: Needham Community Education
Item Amount: $35.00
+ Additional Fees:
Convenience Fee $0.00
Item Total $35.00
Quantity:
 (11 remaining)

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