Speaker and attendees at a UT Law CLE conference presentation
eCourse

Estate Planning for Modest Estates: Practical Tools Every Planner Should Know

Contains material from Jan 2025
Estate Planning for Modest Estates: Practical Tools Every Planner Should Know
4.35 out of 5 stars
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The title did not accurately represent to me the content. However, it was a good primer of everything I need to learn and I will appreciate the paper that went with it. That is where I will learn, what I identified I definitely did not know. I haven't started handling trusts.

Excellent presentation.

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Everyone is mortal but not everyone has an ultra-high net worth. Rummage through the estate planning toolbox and review core techniques to use regardless of your clients’ financial situation. Examine practical strategies, tools, and techniques essential for clients who don't need to worry about estate taxes (but that wealthy clients will appreciate too!).

Includes: Video Captions Audio Transcript Paper Slides

  • Total Credit Hours:
  • 2.00
  • Credit Info
  • TX, CA, PA
  • TX MCLE credit expires: 3/31/2027
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Sessions

Credit
1. Estate Planning for Modest Estates: Practical Tools Every Planner Should Know (Jan 2025)

Mickey R. Davis, Melissa J. Willms

2.00 0.00 0.00 2.00
Downloadable Materials
Transcript (txt)
Paper (pdf) – 92 pgs
Slides (pdf) – 25 pgs

Session 1 —121 mins 2.00

Estate Planning for Modest Estates: Practical Tools Every Planner Should Know (Jan 2025)

Everyone is mortal but not everyone has an ultra-high net worth. Rummage through the estate planning toolbox and review core techniques to use regardless of your clients’ financial situation. Examine practical strategies, tools, and techniques essential for clients who don't need to worry about estate taxes (but that wealthy clients will appreciate too!).

Originally presented: Dec 2024 Estate Planning Workshop

Mickey R. Davis, Davis & Willms, PLLC - Houston, TX
Melissa J. Willms, Davis & Willms, PLLC - Houston, TX