Basic Planning Considerations
Total Credits: 1.0 CLE
- Average Rating:
- 6
- Categories:
- Probate & Estate Planning
- Faculty:
- David Welborn
- Original Program Date:
- Dec 09, 2022
- License:
- Access for 90 day(s) after purchase.
Description
Topics to Be Covered:
1. Wills and Trusts
• Overview of Wills
• Overview of Trusts
• Using a Trust for Asset Protection Planning
• Planning Considerations Using Trusts
2. Advance Directive for Health Care (ADHC)
• Overview & Use
• Why Have An ADHC?
• Living Will & Health Care Proxy
• Requirements for Validly Executed ADHC
3. Durable Financial Power of Attorney (DFPOA)
• Overview & Use
• Why Have A DFPOA?
• Springing vs. Sprung DFPOA
• Requirements for Validly Executed DFPOA
4. Questions & Answers
You must complete this course by 11:59 PM on December 31, 2024 in order to receive credit with the Alabama State Bar.
Handouts
| Welborn HO.pdf (1.4 MB) | 16 Pages | Available after Purchase |
| INSTRUCTIONS FOR COMPLETING SEMINAR AND RECEIVING CLE CREDIT2.docx (11.7 KB) | 1 Pages | Available after Purchase |
Faculty
David Welborn Related Seminars and Products
Browder & Welborn LLC
Mr. David B. Welborn is originally from Alexander City and is the managing partner of Browder & Welborn, LLC, headquartered in Tuscaloosa with additional offices in Birmingham and Alexander City. After graduating from Benjamin Russell High School, David earned a bachelor’s in finance, minor in economics, with a concentration in real estate, from the University of Alabama and then earned a JD/MBA from the University in December of 2008. He practiced with a large law firm in Atlanta before he and his wife returned home to Alabama. David’s knowledge and experience in finance, real estate, and business is a great asset in assisting clients with estate, business and tax planning. Recently, David earned a Certification in Private Equity from Wharton Online at the University of Pennsylvania & WSP. David is admitted to practice in Alabama, Georgia, and before the U.S. Tax Court. David is a frequent presenter at Continuing Legal Education seminars, was selected to the Super Lawyers Estate Planning & Probate Rising Star list for three years in a row and is involved with numerous volunteer and civic organizations.”
