A complete guide to Estate planning including Wills, Trusts, required
legal documents, available investment vehicles, filing requirements and
personal representative issues.
Learning Objectives
After completing this course you will be able to:
Understand then complete discussion of basic estate planning issues
formulating the plan to filing requirements and probate considerations
Major Topics
• Anne Arundel County Register of Wills will provide information/considerations for Personal Representatives and Record Organizer • Examples of common mistakes seen by the Register of Wills • Discussion of examples of estate plans • Legal documents needed for comprehensive estate planning • Estate planning income tax considerations • Tax return filing requirements • Investment vehicles available
