Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, October 18, 2013

Deathbed Planning


If you are an estate planning attorney, what should you do after receiving a call that a client has very little time to live?  Here are nine topics you need to address quickly and efficiently:

  1. Assess whether your client is legally competent to create an estate plan.
  2. Review existing estate plans to determine if any updates need to be made.
  3. Review beneficiary designations to ensure they are in sync with the rest of the estate plan.
  4. Take necessary steps to avoid probate.
  5. Locate vital information to facilitate estate administration.
  6. Make instructions for funeral arrangements.
  7. Consider making nontaxable gifts.
  8. Convert their traditional IRA to a Roth IRA.
  9. Sell depreciated assets.

See Amalia Levit Todryk & Kathryn A. Muldoon, Deathbed Planning: What You Can Do This Side of Paradise, Wisconsin Lawyer, October 2013.


Death Event Planning, Elder Law, Estate Planning - Generally | Permalink

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