NOTE:  If you did not register for the original webinars, you will
need to register to be able to watch the recording.  

2022

  • June 8, 2022
    What’s New in ‘22?
    What changes did the Montana Legislature make that have an effect on estate planning?  What changes have occurred at the Federal level that you should know about?
  • May 11, 2022
    Avoiding Probate… Are You Sure You Want To Do That?
    Past Montana legislatures has passed laws that allow us to avoid a costly probate procedure on our assets after we pass away.   Learn how PODs, TODs and TODDs can be effective to save more money for your heirs.
  • April 6, 2022
    Is Your Will Worth the Paper It’s Written On? 

    In this webinar you will learn when a written will has control over the distribution of your property after you die and when the will isn’t worth the paper it’s written on.  Learn the difference in leaving property to my children by, “right of representation,” versus “equally.”  Discover how a separate listing of tangible personal property can assist your personal representative when distributing your emotionally laden items. Learn about a special program for Montanans that can be used by those 60 and over to write a will at no cost.

 

 

2021

  • April 14, 2021
    What You Can and Cannot Do with a Written Will  

    Learn when a written will works and when it does not.  Become aware of the basic provisions in a will. Discover how a separate listing of tangible personal property can assist your personal representative when distributing emotionally ladened items. Learn about a special program that can be used by those 60 and over to write a will at no cost.  Learn about the meaning of phrases in wills such as, “right of representation.”

  • May 12, 2021
    Using Montana Estate Planning Tools for Avoiding Probate
    Learn how beneficiary designation on your assets allow you to pass property to your heirs without probate and save your estate money.  Payable on Death (POD) designations can be placed on checking and savings accounts, and CDs at banks and credit unions.  Transfer on Death (TOD) registrations can be placed on stocks, bonds, and mutual funds.  Transfer on Death Deeds can be filed on real property.  Learn how these designations over-ride a written will.

  • June 9, 2021
    To Gift While Living or Make Bequests at Death—That is the question
    Should you give your property away while living or decide to wait until you die?  What are the potential tax consequences of your heirs selling your gifted property vs your property left as a bequest? Learn about the federal gift tax laws, carry-over versus step-up-in basis of property and more.
  • July 14, 2021
    Using Trusts to Accomplish a Variety of Estate Planning Goals 

    Discover the advantages and disadvantage of living, testamentary, and Clayton Election QTIP trusts of estate planning tools.  Learn about the meaning of types of phrases often used in trusts.  Explore family circumstances in which a trust could be beneficial.  Explore the tax situation with trusts.