AEP® and EPLS Forum
Teresa & James Jefferson - An Estate Planning Case Study
Active Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.
Details of the Case StudyTeresa and James Jefferson are a married but estranged couple, and Teresa has recently passed. This couple has several unique circumstances, including but not limited to Annie, a special needs child from Teresa’s first marriage, a dog named Toby, joint tenancy of a five-acre ranch in a prime development area, Teresa’s recently deceased mother’s estate, and James’ struggles with the early stages of dementia.
This session will include small, multi-disciplinary breakout sessions during which attendees will use their knowledge and problem-solving skills to address key questions related to the fact pattern.
Continuing Education Credit
Attending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.