Understand the Legal Aspects of Estate Planning

Understand the Legal Aspects of Estate Planning
| -
Online Event
Register Now
Add to Calendar 10/04/2022 02:00 PM 10/04/2022 03:00 PM EDT Understand the Legal Aspects of Estate Planning

Can’t make the webinar? No problem. Register now and we’ll send you a link to the recording.


A comprehensive estate plan is the best way to take care of your loved ones, yet many of us do not have one in place.

 

In June, a MOAA webinar covered the financial aspects of estate planning, click here to watch a recording of that presentation.  

 

This month, we will be discussing legal considerations. Special guest Mary Benzinger, Esq., the senior legal assistance attorney for the Army at the Pentagon Joint Legal Assistance Office, will cover a range of topics, including: 

  • Probate and probate avoidance
  •  Advantages and limitations of wills and trusts
  •  Estate taxes
  •  Blended family challenges
  •  Life insurance beneficiaries
  •  Transfer on death for vehicles and real property
  •  Planning for minor children
  •  Testamentary trusts
  •  Incapacity planning
  •  Estate planning resources  

 

The webinar is part of MOAA's ongoing Fundamentals of Building Wealth series; MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Premium and Life members also can download MOAA's Estate Planning guide for more information on this topic -- it's one of a suite of exclusive member publications

Can’t make the webinar? No problem. Register now and we’ll send you a link to the recording.


A comprehensive estate plan is the best way to take care of your loved ones, yet many of us do not have one in place.

 

In June, a MOAA webinar covered the financial aspects of estate planning, click here to watch a recording of that presentation.  

 

This month, we will be discussing legal considerations. Special guest Mary Benzinger, Esq., the senior legal assistance attorney for the Army at the Pentagon Joint Legal Assistance Office, will cover a range of topics, including: 

  • Probate and probate avoidance
  •  Advantages and limitations of wills and trusts
  •  Estate taxes
  •  Blended family challenges
  •  Life insurance beneficiaries
  •  Transfer on death for vehicles and real property
  •  Planning for minor children
  •  Testamentary trusts
  •  Incapacity planning
  •  Estate planning resources  

 

The webinar is part of MOAA's ongoing Fundamentals of Building Wealth series; MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Premium and Life members also can download MOAA's Estate Planning guide for more information on this topic -- it's one of a suite of exclusive member publications

Event Speakers