Communicating with your Senior Estate Planning Client

$45

FREE FOR BHBA MEMBERS

Join first, then login to BHBA+ to access this program.

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Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
May 9, 2023
Accredited In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

Our speaker, Randy Spiro, a long-time and well regarded estate planning specialist, will share practical problems that come up when dealing with clients who are older and possible solutions culled from his many years of experience. He will address common misconceptions that many estate planning attorneys may hear from senior clients and their family members, including:

  • You can handle our asset transmutation because we have no conflicts.
  • We don’t need separate attorneys to waive a reimbursement right.
  • You can represent the parents and the children regarding a gift to qualify for Medi-Cal.
  • We are too busy to get you the information for a revocable trust, so just create temporary Wills.
  • If the practitioner is not negligent, it doesn’t matter what the damages are.
  • If you own tenancy in common real estate, it is not a partnership.
  • My successor trustee who is not a beneficiary will surely agree to act.
  • In a second marriage where there is an age gap, a QTIP Trust is the best plan.
  • A spouse doesn’t need a separate attorney to consent to a non-spouse IRA beneficiary.
  • There is no problem in transferring separate property assets into a joint husband and wife trust.
  • Don’t worry about the assets that we own outside of the United States.

This program is a must for any attorney doing estate plans for old clients and also family member and professionals who may be named as fiduciaries in those estate plans.

Meet the Speakers
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Randy Spiro

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Estate Planning Attorney

Randy Spiro, a long-time and well regarded estate planning specialist, will share practical problems that come up when dealing with clients who are older and possible solutions culled from his many years of experience.

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