Legacy Planning for Blended Families

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Join industry expert Catherine Moore, J.D., LL.M., and learn how to design estate plans and trusts that cater to the unique needs of blended and non-traditional families, as well as business owners. Equip yourself with the knowledge to help your clients protect and pass on their legacy exactly as they envision.

Disclaimer:
The views and opinions expressed in FPA Learning Sessions are those of the speaker(s) and do not necessarily represent the views or opinions of the webinar organizers.

By the end of the presentation, the participant will be able to explain the difference between testate and intestate succession.
By the end of the presentation, the participant will be able to explain the difference between a Power of Attorney (Attorney-in-Fact) and a Trustee
By the end of the presentation, the participant will be able to explain the difference between revocable and irrevocable trusts

Competency Level: Advanced

FPA Competency: Critical Thinking

CFP Board Topic: General Principles of Financial Planning

CFP Board CE Credit Hours: 1

Catherine E. Moore, J.D., LL.M.

Kembell Woods & Martinsen, LLP

Catherine Moore is of counsel at Kembell Woods & Martinsen, LLP. She focuses on estate planning, trust and probate administration, business succession planning and mediation. Ms. Moore earned her J.D. degree from the University of Missouri at Kansas City, a LL.M. in alternative dispute resolution from the University of Missouri – Columbia and LL.M. in taxation from the University of Missouri at Kansas City. Ms. Moore currently serves as the chair of the Missouri ADR Committee and is a board member of the Ozarks Technical Community College Board of Trustees. She is admitted to practice law in Kansas,Missouri and Arkansas.