Nikki Marie Oliveira Co-Chairs MCLE’s Estate Planning BasicsPlus! SeminarPrint PDF
Nikki Marie Oliveira, an associate in Nutter’s Private Client Department, will co-chair MCLE’s Estate Planning BasicsPlus! seminar, which will address the legal concepts and skills necessary to establish a successful estate planning practice. Attendees will receive guidance on preparing standard estate planning documents like wills, trusts, health care proxies, and powers of attorney based on clients' unique personal and financial situations; establishing a client relationship and conducting client meetings; navigating ethical issues that commonly arise in the planning process; administering a trust properly; and dealing with various types of assets. The seminar also will provide an overview of fundamental technical issues that are essential for any estate planner, including transfer tax issues and elder law issues.
Wednesday, December 15 – Friday, December 17, 2021