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The Basics of Life Estate Deeds
September 20, 2018 @ 12:00 pm - 1:30 pm
When working with pro bono clients to set up estate plans to avoid probate, there are a variety of things to consider. If they are homeowners, one option to discuss is the use of a life estate deed. For many MVLS clients, many of whom wish simply to keep the family home in the family, this can be particularly important, to ensure that the property ends up being titled in the correct individual(s) name(s) without the need for probate. If you aren’t sure how to do a life estate deed, this training is for you. You will receive practical tips on the pros and cons of doing a life estate, learn about life estate with and without powers, and review templates to assist with drafting a life estate deed. The training will be conducted by Olivia Holcombe-Volke, a partner at Elville & Associates, P.C. In her practice, she handles all aspects of estate planning, including the initial drafting of wills, trusts, advance directives, and powers of attorney, and regularly addresses the needs of elder law clients, assisting with Medicaid asset protection efforts, and special needs planning.