Estate Planning Intro

Posted on May 21, 2019October 3, 2020 by Joshua Keleske

Legal Issues 101: Planning for Your Family and Your Business

Legal 101: Planning for Your Family and Your Business is broken into three Modules: Estate Planning, Asset Protection Planning, and Business Planning. Module 1 – Estate Planning surveys basic estate planning and how to provide for one’s family if incapacitated or at death. Module 2 – Asset Protection describes common tools and techniques to protect one’s self and assets from liability exposure. Module 3 – Business Planning looks at terms in a typical physician employment agreement and entities that are used when forming a new business.

Module 1	Legal 101 Introduction	-
Lesson 1	Introduction to Course - Preview
Lesson 2	Estate Planning Intro - Preview
Lesson 3	Objectives
Lesson 4	What Is Estate Planning?
Lesson 5	Myths
Lesson 6	Common Terms
Lesson 7	Common Terms 2
Lesson 8	Importance
Lesson 9	Wrap Up
Lesson 10	Legal Issues 101 - Module #1 Test
Module 2	Asset Protection	+
Lesson 1	Intro and Objectives
Lesson 2	What Is It?
Lesson 3	Strategies
Lesson 4	Timing Matters
Lesson 5	Wrap Up
Lesson 6	Legal Issues 101 - Module #2 Test
Module 3	Business Planning	+
Lesson 1	Introduction
Lesson 2	Objectives
Lesson 3	Employment Agreement Terms
Lesson 4	Noncompetes
Lesson 5	Business Entity
Lesson 6	PA vs PLLC
Lesson 7	Wrap Up
Lesson 8	Legal Issues 101 - Module #3 Test