The COVID-19 pandemic has changed life as we know it. With this, many people have been thinking about their estate plans or lack thereof. The good news is that estate plans as we know them really haven’t changed – at least not since the UTC and the SECURE Act. Wills, living trusts, healthcare directives, and powers of attorney are all the same. What’s challenging now is executing and notarizing these documents in the social distance environment. Two Executive Orders now allow documents to be notarized and executed remotely. Attorney Ruth Fortune from Czepiga Daly Pope & Perri LLC will give an estate planning refresher and explain the requirements of remote notarization.
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Information contained in this audio/video complimentary on-demand product may be outdated and may not meet the criteria for CLE credit. Accordingly, the CBA is not automatically certifying any Connecticut or New York CLE credits for this complimentary on-demand product. CBA members who view/listen to this complimentary on-demand product may claim Connecticut CLE credit on their own as self-study if they determine that the information provided by the on-demand product is timely and relevant and otherwise meets the criteria in CT MCLE rule 2-27A.
- About the purpose of a living will
- About the power in power of attorney (POA)
- About the parts of a healthcare directive
- About Executive Orders 7K and 7Q and the requirements of both the client and attorney
- About the recordkeeping requirements of remote execution and notarization
Attorneys interested in learning about estate planning during the COVID-19 pandemic.
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