Attention:

Fundamental Will & Trust Drafting


Level: Advanced
Runtime: 94 minutes
Recorded Date: March 23, 2017
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Agenda

  • Steps in Estate Planning
  • Benefits of Estate Planning
  • Initial Client Intake
  • Overview of Testamentary Documents
Runtime: 1 hour and 34 minutes
Recorded: March 23, 2017

Description

This session will review some of the information you must obtain from your clients before preparing their estate plan, some of the key drafting options available to estate planners, and certain issues associated with the proper execution of an estate plan.

This program was recorded on March 23rd, 2017.

Provided By

American Bar Association

Panelists

Arnette (Art) Steele

Partner
Law Offices of Arnette Steele, PLLC

Arnette (“Art”) Ayelay Steele is the founder of Law Offices of Arnette Steele, PLLC (“Steele Law Offices”). She is a seasoned tax lawyer with a diverse background. Ms. Steele founded her law firm because she is committed to providing access to affordable, high-quality legal services to individuals, families and small businesses.

Before launching her law firm, Ms. Steele began her legal career as a transactional tax associate at a major international law firm in Washington, D.C. She later worked as tax counsel for Global Tax Planning at a Fortune 500 company in Silver Spring, M.D. Her tax background brings a unique perspective when advising clients regarding family law, estate planning, small business formation and immigration.

Ms. Steele also serves as an Adjunct Professor of Wills, Trusts and Estates at American University Washington College of Law in the District of Columbia.

Aastha Madaan

Owner & Founder
Madaan Law, PC

Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients.

Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her litigation knowledge to help her client avoid costly and often irreparable mistakes.

Aastha earned her Juris Doctor at Whittier Law School, and earned her Bachelor of Arts from University of California, Irvine.


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