MSAC Estate Planning Course Fall 2023

Class #1 Estate Planning Overview

Class Overview using the Emergency Estate Planning Course

Discussion of Powers of Attorney, Advance Health Care Directives, Wills

Selection of Agents

Document: Survey of estate planning concerns

Document: Document Timeline

Recommended Reading:

The Dangers of Using an Online Power of Attorney Form

Class #2 “All About Trusts”

Trusts 101

Revocable Living Trusts

Special needs trusts

Medicaid trust (introduction)

Selection of Trustee

Recommended reading:

What’s More Effective: a Will or a Trust?

Special Needs Trusts 101

Class #3 “How to Avoid Leaving a Legacy of Chaos”

Probate, what is it, and how to avoid it

Selection of Executor

Visit from Gabe Lajeunesse, Financial Advisor with UBS. Shared information about how estate plans affect the financial well-being of individuals and their heirs; inherited IRAs. Office located in S. Burlington, VT, and in Berlin, VT.

Recommended Reading:

Choosing the Right (or Wrong) Executor

Does a Will Avoid Probate?

Class #4 Incapacity and Medicaid Planning

This class has been changed from Oct 24 to Nov 7th

Recommended reading on Lady Bird Deeds: