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Simplewill inter vivos

ESTATE PLANNING MISCONCEPTIONS: A SIMPLE WILL?

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 28, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course will focus on identifying and clearing up some common misconceptions about estate planning (i.e., estate planning is only for the elderly and/or the wealthy; "I just need a simple will"; etc.). It will discuss three main aspects of estate planning (life plan, transfer plan, and family plan), including aspects that are often overlooked, such as planning for digital assets and reducing conflict. Finally, it will take listeners through the imaginary life of John and Sally Smith and describe different planning needs that may arise as their circumstances change.

Attendees will learn:


  1. How to effectively bring up the need for estate planning with their clients.

  2. How to address common misconceptions about estate planning.

  3. How to use their knowledge of a client's situation and/or changes in circumstances to identify important planning opportunities, thus better fulfilling each client's needs, increasing client satisfaction, and sometimes generating additional revenue.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jacob Stewart

Inter Vivos, PLLC
Managing Attorney/Tax Adviser
[email protected]
772-480-6433

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Jacob Stewart, JD is a Managing Attorney at Inter Vivos, PLLC as well as a tax strategist. He works primarily with CPAs and financial advisors and their clients to help them apply a variety of planning tools that will protect their families and significantly reduce their tax burden. Prior to joining Inter Vivos, Jacob spent several years working as the chief tax and asset protection consultant for a large asset-protection company. In that capacity, Jacob has helped hundreds of medical professionals and other small business owners across the country reduce their taxes and protect their assets. Through his interactions with CPAs, attorneys, and financial planners nationwide, Jacob has gained unique exposure to a large variety of legal and tax planning tools and strategies. Jacob obtained his Juris Doctorate degree from George Mason Law School. In addition to his law degree, Jacob has a FINRA Series 65 (investment adviser) certification and has both life and health insurance licenses. He is licensed to practice law in Utah. Because of his education and experience, Jacob is able to look at a client’s situation from multiple perspectives and involve asset protection, tax considerations, estate planning, and financial planning in his recommendations to clients. Jacob and his wife are expecting their sixth child in December. Jacob loves spending time with his family, serving in his church, reading, playing racquetball, hiking, and spending time outdoors. He also speaks fluent Spanish and French.

About Our Presenter

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Inter Vivos, PLLC is a boutique estate planning law firm, with expertise in over 24 specialty categories of planning (advanced charitable planning, business succession planning, international planning, immigrant planning, pet trusts, gun trusts, special needs planning, etc.). They currently have over 40 attorneys with a presence in 16 states. Inter Vivos intends to become the first internationally recognized brand in quality estate planning services and to establish offices in all fifty states and around the world. They are on track to achieve that goal within the next 3-5 years. Inter Vivos believes that everyone deserves quality, affordable planning. By embracing technology and attracting industry experts, they have created solutions for every budget and level of complexity.