Understand important language and decisions that must be considered when preparing and drafting advance medical directives for clients.
There are many misconceptions about estate planning documents and specifically with advance medical directives. This topic will give the estate planner the necessary tools to interview the client and gather the information to draft the perfect Advance medical directive and the appropriate supporting documents. The presenters will establish the importance of having advance medical directives in place for all of your clients, especially in the world we are living in now. This material will dive into and explain how to draft an advance medical directive and the supporting documents in order to provide piece of mind for your clients.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Basics of Advance Directives
- Types of Documents
- Drafting
- Consequences for Not Having Any Alternatives
Important to Consider
- Competency
- Execution
- Marketing
Review of Sample Document and Provisions
- Pregnancy
- Anatomical Gifts
- Living Will
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on January 21, 2021.
Call 1-866-352-9540 for further credit information.
- CA MCLE 1.5
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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