Estate Planning Essentials: Avoiding the Pitfalls of Intestate vs. Testate 1 Credit
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Sep 10, 2024 | 10:00 AM
ET
From a legal standpoint, there are two main approaches to managing death and the distribution of assets: dying intestate (without a will) and dying testate (with a will).
Dying intestate means that the state takes over the distribution of any asset not covered by a beneficiary election, following a specific distribution order. This process can leave crucial decisions in the hands of the government, often leading to unintended outcomes. On the other hand, a dying testate allows individuals to maintain control over how their assets are distributed, possibly through a last will that incorporates assets, conveys property through a trust, or appoints a guardian or conservator.
Creating a legally binding will, particularly with the help of an estate planning attorney, is essential to ensuring that your or your client’s wishes are clearly documented and legally upheld. While more expensive than online options, it helps avoid costly errors that can arise even with minor estate planning issues. This CPE 1-hour course delves into the differences and potential costs of dying intestate vs. testate. Participants will examine real-life examples of estate planning gone wrong, learn about the timelines and expenses involved, and gain insights into the potential rollback of estate tax rules 2025.
Major Topics Covered:
Join this CPE Course, led by Ilene Slatko, a seasoned financial expert, as this webinar equips professionals with the knowledge and tools to provide invaluable advice to their clients, ensuring proper execution of estate planning documents.
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Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
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For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DQ
Excellent presentation of some basic estate topics. Great timeline to use as guidance. Very interesting tip about G3.
CM
The intestate vs testate segment was nicely detailed.
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