How to Avoid Living Probate Jim Eagar Attorney & Counsellor at Law Wednesday, October 9, 13
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
How to Avoid Living Probate
Jim EagarAttorney & Counsellor at Law
Wednesday, October 9, 13
Please Fill in Contact Info, Check Topics You Are
Interested In
Wednesday, October 9, 13
Who I am
Wednesday, October 9, 13
Why Avoid?
• Expensive
• Lose Control
Wednesday, October 9, 13
Mark #1 if You Want to Avoid Living Probate
Wednesday, October 9, 13
Typical Approach
Financial Power of Attorney
Wednesday, October 9, 13
Wednesday, October 9, 13
Wednesday, October 9, 13
Problems• Blank Check• No
Instructions• No
Reporting
Wednesday, October 9, 13
Mark #2 if You Want to Avoid Power of Attorney Problems
Wednesday, October 9, 13
Using a Living Trust
Wednesday, October 9, 13
Mark #3 if You are Interested in Using a Living Trust to Avoid
Living Probate
Wednesday, October 9, 13
Wednesday, October 9, 13
• Who Decides• Helpers• Instructions
Wednesday, October 9, 13
Advantages
• Personalized
• Accountability
• Accepted
• Avoids LP
Wednesday, October 9, 13
Mark #4 if You Are Interested in Using a Living Trust to
Control What Happens to You if You’re Incapacitated
Wednesday, October 9, 13
Can We Help?
• Review• DVD• Consultation
(541) 244-2157Wednesday, October 9, 13
Mark “Yes” if You Want a Consultation
Wednesday, October 9, 13
Related Documents
