Learn how to help your client's protect themselves during the estate planning process.
Some clients feel that a will is the most critical part when it comes to planning their estate. Oftentimes lawyers are likely to believe that trusts are the essential part of estate planning. One thing that the COVID-19 pandemic has proved is that both positions are all wrong. It turns out that the Power of Attorney and Patient Advocate documents are actually the most important pieces of estate planning to have handled. This white paper reviews why these documents are important and how you can help your clients plan better today.
Agenda
Faculty
Brian R. Jenney
Kemp Klein Law Firm
- Shareholder at Kemp Klein Law Firm
- Practice emphasizes all aspects of elder law, estate planning, probate/trust administration, special needs trusts, estate/income taxes and pooled trust accounts
- Conducts regular seminars and workshops on elder law and estate planning
- Author of several publications related to the areas of elder law, estate planning and special needs trusts
- Member of the State Bar of Michigan, elder law & disability rights section, probate & estate planning section; Oakland County Bar Association; National Academy of Elder Law Attorneys; and member and co-founder of the Brother Rice Warrior Bar Association
- LL.M. degree in tax law, Western Michigan University, Cooley Law School; J.D. degree, Wayne State University Law School; Summer Program, Tulane University Law School, Rhodes, Greece (Maritime Torts and Unification of Maritime Law); B.S. degree, Michigan State University
- Can be contacted at 248-740-5688, [email protected], website: https://kkue.com/directory/brian-r-jenney/ or https://www.linkedin.com/in/brian-jenney-5464a26/
Kate L. Ringler
Kemp Klein Law Firm
- Associate at Kemp Klein Law Firm
- Practice emphasizes all aspects of probate law and administration and estate planning, special needs trusts, estate/income taxes
- Conducts regular seminars and workshops on probate law and administration and estate planning
- Author of several publications related to the areas of probate law and administration and estate planning
- Licensed in Michigan and Illinois
- LL.M. degree in taxation, Northwestern University; J.D. degree, University of South Carolina; B.A. degree, University of South Carolina
- Can be contacted at 248-740-5683, [email protected] ,website: https://kkue.com/kate-l-ringler/ or https://www.linkedin.com/in/kate-lynn-ringler-9b030a2b/
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