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?
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
Class #4 Incapacity and Medicaid Planning
This class has been changed from Oct 24 to Nov 7th
Recommended reading on Lady Bird Deeds: https://pringleslaw.com/how-to-protect-your-home-from-medicaid/