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For attorneys and legal document preparers interested in learning more about basic estate planning, and attorneys whose practice includes Spanish-speaking clients.
Topics Covered: • Basics of will drafting • Basics of trust drafting
• Basics on powers of attorney
• The critical importance of beneficiary designations
• Representing the English-as-a-second-language and/or non-English speaking client in basic estate planning
• Avoiding litigating in drafting non-tax mistakes and tax mistakes
• Avoiding litigation drafting for Spanish-speaking clients, challenges to documents based on lack of understanding
• Dos and don'ts of interpreter's perspectives
Craig Hunter Wisnom, Bogutz & Gordon PC Ron Zellon, Court Interpreter, Sonora Translators & Interpreters, Tucson
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