Vaishali Goyal private client income trust estate tax-efficient family wealth charitable non-profit attorney lawyer

Vaishali Goyal

Associate
+1 617 574 2242
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Vaishali Goyal private client income trust estate tax-efficient family wealth charitable non-profit attorney lawyer
Events

Estate Planning: MCLE BasicsPlus!®

December 15-16, 2022

Webinar

Join Attorneys Vaishali Goyal and John Ramsey for Estate Planning: MCLE BasicsPlus!®a program built to give practitioners a solid foundation in the skill set and tools necessary to establish a successful estate planning practice. The program focuses on practical application of the law involved in planning for a modest estate, although it also introduces concerns that arise in larger or more complex estates. You get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client's financial situation. You gain tips on how to conduct client meetings and how to navigate common ethical issues in estate planning. You also get an introduction to a variety of issues that are essential for an estate planner, including transfer tax and elder law issues. You leave this program with a solid grounding in estate planning and the ability to jump-start your practice.