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Drafting to Ensure the Settlor's Intent Is Realized

From the client interview to strategic techniques and anticipating challenges

  • Product Number: 2250070P01
  • CLE Credits, earn up to:
    2 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    Clients are relying on you. Your words are what stand between what they want and what will happen. Do you know how to draft your documents to ensure that their wishes are expressed and enforced?

    Hear the faculty explain why the client interview is a crucial first step. Having accurately discerned the client’s wishes, the faculty discuss best practices in documenting those wishes, both in your client notes and also in their legal documents. Accurately documenting your client’s wishes is just the beginning. You also need to advise your clients of the risks that their wishes could be disrupted by unhappy beneficiaries and strategies to combat these challenges. 

  • Agenda

    Agenda & Materials

    • 9:30 - 9:50 am

      The Importance of the Client Interview and Murphy’s Law

      – Determining decisions for unlikely contingencies
      Karen B. Johnson, Esq., Madge & Johnson, PC , Westford
    • 9:50 - 10:10 am

      Know the Default Rules That Will Apply if You Are Silent

      Intestacy
      • Rights of spouses
      • Rights of children outside of the marriage
      • Rights of parents
      • Next of kin
        Who takes if the beneficiary predeceases?
      • “Close relatives” v. others
      Karen B. Johnson, Esq., Madge & Johnson, PC , Westford
    • 10:10 - 10:40 am

      Techniques for Protecting Your Estate Plan from Being Attacked from the Outside

      - Avoid probate
      • Revocable v. irrevocable trusts
      • Beneficiary designation forms
      • POD/TOD accounts
      - In Terrorem clauses
      – Best practices for avoiding “undue influence” and “incompetency” claims
      Susan A. Atlas, Esq., , Chelmsford
      Patricia Keane Martin, Esq., Prince Lobel Tye LLP , Boston
    • 10:40 - 11:20 am

      What to Do if Your Client’s Estate Plan Is Contested

      Patricia Keane Martin, Esq., Prince Lobel Tye LLP , Boston
    • 11:20 - 11:30 am

      "Ask the Experts" Q&A Session and Key Takeaways

      Panel

    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.

  • Faculty

    Chair

    Karen B. Johnson, Esq., Madge & Johnson, PC, Westford

    Faculty

    Susan A. Atlas, Esq., Chelmsford
    Patricia Keane Martin, Esq., Prince Lobel Tye LLP, Boston
  • Pricing

    Fees

    • $157.50 - MCLE Sponsor Member
    • $87.50 - New Lawyer
    • $87.50 - Pending Admittee
    • $87.50 - Law Student
    • $87.50 - Paralegal
    • $175.00 - All Others
    To apply for a need-based scholarship for this program, email scholarships@mcle.org.
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