Will & Trust Drafting: MCLE BasicsPlus!®
Master the estate planning fundamentals you need for your practice
- Product Number: 2200133P01
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CLE Credits, earn up to:
12 substantive credits, 0.5 ethics credits CLE Credit Note -
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Product Description
Product Description
This two-day, comprehensive look at the key elements of will and trust drafting is an indispensable course for every new estate planner. Expert practitioners walk you through all the drafting essentials, from pre-drafting considerations to complex clauses to related property and tax issues. You learn practical guidelines and paramount drafting techniques, and have the opportunity to get all your drafting questions answered. Come away with the tools and skills you need to effectively prepare will and trust documents that you can use immediately in your practice.
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Agenda
Agenda & Materials
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Day One: July 27th
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9:30 - 11:15 am
Preliminary Matters and Incapacity Documents and 30 Minute Ethics Discussion
on demand video Add to CartColin O. Sherer, Esq., Burnett & Sherer LLC , Providence
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11:15 - 11:30 am
Refreshment Break
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11:30 - 1:15 pm
Will Provisions
on demand video Add to Cart -
1:15 - 2:15 pm
Lunch (on your own)
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2:15 - 3:15 pm
Drafting the Trust (Part One)
on demand video Add to Cart -
3:15 - 3:30 pm
Refreshment Break
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Day Two - July 28th
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9:30 - 11:15 am
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11:15 - 11:30 am
Refreshment Break
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11:30 - 1:15 pm
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1:15 - 2:15 pm
Lunch (on your own)
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3:30 - 4:25 pm
Overview of Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren
on demand video Add to CartPatricia Schatzlein Smock, Esq., Fiduciary Trust Company , Boston
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4:25 - 4:30 pm
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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