Schedule, Registration, Resources, and Recordings
To register for the webinars click on each Register for Webinar Blue Button.
- 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.
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- NOTE: If you did not register for the original webinar, you will need to register to be able to watch the recording.
- 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.