Friday, April 12, 2024 1:00 PM
Wilentz Trusts & Estates attorney Maggie Spaziani will present “Estate Planning 101: What You Should Know” to members of the Burlington County Association of School Business Officials. The session will offer crucial insights into estate planning, including the process of transitioning an individual’s legacy, and highlight common pitfalls through examples.
The presentation will include:
- Assets and Titling
- Wills: Executor, Guardian, Trustee, Funeral Representative and Beneficiaries
- Financial Power of Attorney/ Medical Power of Attorney/ Living Will
- Standalone Trusts
- Death Taxes
- Examples of failed legacy planning
