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Estate Planning for Clients with Terminal Illness

  • Keenan Law, LLC 787 Main Street Glastonbury, CT, 06073 United States (map)

Attorney Keenan will be a member of a four-attorney panel for a 6-hour “Webcam” seminar produced by the National Business Institute. This will be a national presentation and the intended audience is attorneys, accountants, financial planners and other professionals. The focus will be on the special estate planning steps to take when a client has been diagnosed with a terminal illness.

Attorney Keenan’s fellow presenters are Neal B. Jannol, Esq. of Los Angeles, California, Yahne Miorini, Esq. of Vienna, Virginia, and Thomas Murphy, Esq. of Tempe, Arizona.

Attorney Keenan’s portion of the presentation will cover the following topics:

  • Beneficiary Designations

  • Modifying vs. Revoking Wills

  • Trust Modifications

  • Competency for Executing Wills and Trusts

  • Update on IRAs and Beneficiary Designations: SECURE Act

This seminar is still in the planning stages and registration is not yet available. Details will be posted shortly.