Drafting to Ensure the Settlor's Intent Is Realized
From the client interview to strategic techniques and anticipating challenges
- Product Number: 2250070WBC
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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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.
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Agenda
Agenda & Materials
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9:30 - 9:50 am
The Importance of the Client Interview and Murphy’s Law
– Determining decisions for unlikely contingencies -
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
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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
– Best practices for avoiding “undue influence” and “incompetency” claims
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10:40 - 11:20 am
What to Do if Your Client’s Estate Plan Is Contested
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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.
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- Faculty
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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
Available FREE with an MCLE OnlinePass® subscription.