McAndrews Law Offices : Estate Planning Basics for Estates Under $2 Million
McAndrews Law Offices, P.C.

Seminar Video Clips

Back to Other Seminar Videos

 

Seminar 4: Estate Planning: The Basics for Estates Under $2 Million

Presenters: Dennis C. McAndrews, Esquire and Lesley M. Mehalick, J.D., LL.M.

Video Segment 1: Introduction and Brief Description of Wills & Trusts
| Length: 13:12 min.

 

Video Segment 2: The Will
| Length: 14:06 min.

Includes the Importance of Choosing:

    • An Executor
    • Guardian of Minor Children
    • Attorney-in-fact
    • Trustee

Video Segment 3: Trusts
| Length: 12:18 min.

Includes:

    • What are trusts?
    • Types of Trusts
    • What is the Credit Shelter Trust?

Video Segment 4: Trusts- Continued
| Length: 17:21 min.

Includes:

    • Disclaimer Trust
    • Irrevocable Life Insurance Trust
    • Special Needs Trust
    • Minor's Trust

Video Segment 5: Trusts- Continued
| Length: 7:44 min.

Includes:

    • Minor's Trust- Continued
    • Power of Attorney
    • Advance Medical Directive
    • Why do individuals need an estate plan in circumstances where their
      estate is less than the $2 million federal estate tax threshold?
    • A proper Will
    • What information does an attorney need?

Video Segment 6: Audience Questions
| Length: 21:47 min.

Back to Top

What's New
    • Upcoming MLO Seminars! Click Here for more information and to Register.
    • Supplemental Security Income (SSI) Recipients Will Receive Cost of Living Increase in January 2012. Beginning in January 2012, the nation’s Social Security recipients will get a 3.6% cost of living increase in payments. Thus, the maximum Supplemental Security Income (SSI) monthly payment will increase from $674 per individual for 2011 to $698 per month per individual in 2012. Please note that the $2,000 resource limit for SSI recipients is not increasing. For further information on public benefits, please call McAndrews Law Offices.
    • Federal Court voids Pennsylvania’s restrictions on Pooled Special Needs Trusts in Lewis v. Alexander Read More →
    • Important Court case for children with Autism and their families Read More →
    • The current budget cycles in federal, state, and local governments may affect all students in special education. See our full discussion regarding this important issue. Read More →
    • Learn About The Special Needs Tax Credit Read More →
    • PDE Guidelines for Effective Behavioral Support Read More →
    • Learn More About Our Speakers Bureau: McAndrews Law Offices have speakers available for your organization. We provide dozens of FREE seminars and presentations each year to relevant organizations in the field of Special Education, Estate Planning, and Special Needs Trusts. Click Here for More Information →
    • McAndrews Law Offices is on Facebook. Become a fan!

      Find Us on Facebook!
    • Check Out Our Video Library.View Videos →
    		•