FPA Connect: Wealthy or Not: Your Estate Matters

Attendees will learn about the foundational concepts of estate planning, including powers of attorney for medical and finances, as well as living wills, the laws of intestacy, types of assets, and how the titling of an asset determines its transfer upon death.  We dive into the taxes and expenses that are related to administering an estate, with examples from a selection of states.  The use of revocable trusts in an estate plan is addressed, as well as the most common options for leaving an inheritance to beneficiaries, including the use of trusts in stepfamilies and trusts for minors.  Time for questions and answers is included.

Presenter: Paula Jones

Paula has almost twenty-five years of experience advising clients on all aspects of domestic and international estate law for moderate to high-net-worth individuals and business owners.  She started her own firm in 2016.  Paula is an adjunct professor at Western New England University School of Law where she teaches International Estate Law.  She lectures frequently and has authored several articles in respected industry journals. She developed the Wealthy or Not series of workshops to make the fundamental concepts of estate law accessible to everyone.