Seminar IV
End-of-Life Planning: Living Wills, Medical Directives, Conservatorships, Special Needs Trusts & Preserving a Client’s Legacy

4-CD Audio Set+ Seminar Workbook

The Integrated Estate Planning seminar on End-of-Life Planning covers a wide variety of complex end-of-life legal issues including living wills, medical directives, substituted judgments, conservatorships, special needs trusts and more. This course also presents estate planning, practical and ethical issues related to end-of-life planning. The second part of the course is focused on the importance and process of designing an ethical ‘legacy will’. By creating a legacy will, the client has an opportunity to preserve their thoughts, stories and life experiences for their loved ones. By sharing their family history, wisdom, wit and values with the people they care about; the client is able to leave those left behind a gift that goes beyond assets and material possessions. Finally, the course will provide information on issues related to elder care, elder abuse, and household management for the elderly, organization of both medical and financial records, funeral planning and more.

This program (4-CD Audio Recording) in the Estate Planning Series is approved for 6.5 MCLE Credit Hours including 1.5 Credit Hours of Legal Ethics. We are CalBar Approved Provider No. 13751. You can earn all your California State Bar required MCLE hours by completing the entire Estate Planning Series. Each seminar recording has been edited and formatted for easy listening and learning. Listen to your 4-CD Audio Seminar Recording (s) on your home/office computer, inside your car during commute or travel time and/or downloaded to your iPod. This set of audio recordings provides a strong foundation to both expand and enhance the practice of estate planning.

Contact our office if you would like to request a more detailed outline of the course content.

Note: Estate Planning, Probate and Trusts involve complex areas of law. Individual circumstances must be considered before any advice can be given. The general information above is not to be construed as legal advice, which can only be given after consideration of the unique facts of each matter. Please seek the advice or counsel of your attorney, financial advisor or CPA, as it may be appropriate.