Description

This introductory session provides a clear, accessible overview of essential estate-planning tools that every professional should understand. Participants will learn the key differences between various types of Powers of Attorney, gain insight into the purpose and structure of Trusts, and explore other core instruments commonly used in estate planning. Designed for those looking to build a strong foundational understanding, this class will equip attendees with the knowledge needed to confidently navigate conversations and scenarios involving basic estate-planning concepts.