Monday, May 29, 2023
Article: Targeting the Challenges and Pitfalls of Military Estate Planning
Duane Close (Regent University School of Law) recently published a paper, Targeting the Challenges and Pitfalls of Military Estate Planning, April 2023. Provided below is an abstract to the paper:
An insightful illustration of the issues servicemembers face when career and estate planning. The first part shares the experiences of several servicemembers in narrative form as they made their way through their careers. Part Two discusses background law that would have been useful for their planning, the benefits that are available to all servicemembers, and how they may take advantage of some resources only available while on active duty. Part Three discusses strategies for a case-by-case analysis and planning factors for an individual seeking the aid of legal counsel. This section also includes a checklist for both the member and the legal professional to use to start the process and support the formation of additional questions to further develop a comprehensive estate plan.
https://lawprofessors.typepad.com/trusts_estates_prof/2023/05/targeting-the-challenges-and-pitfalls-of-military-estate-planning.html