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 guide 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.

Agenda & Materials

• Day One: April 4th
• 9:30 - 11:13 am

  Will & Trust Drafting: Preliminary Matters and Incapacity Documents, including Ethics

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  Colin O. Sherer, Esq., Burnett & Sherer LLC , Providence
  
• 11:13 - 11:30 am

  Break
• 11:30 - 12:37 pm

  Will Provisions

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  Molly R. Soiffer, Esq., Bove & Langa, PC , Boston
  
• 12:37 - 1:37 pm

  Lunch (on your own)
• 1:37 - 2:21 pm

  Drafting the Trust (Part One)

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  Lisa A.H. McChesney, Esq., Goodwin Procter LLP , Boston
  
• 2:21- 2:30 pm

  Break

  Lisa A.H. McChesney, Esq., Goodwin Procter LLP , Boston
  
• 2:30 - 3:26 pm

  Drafting the Trust (Part Two)

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  Lisa A.H. McChesney, Esq., Goodwin Procter LLP , Boston
  
• Day Two - April 5th
• 9:30 - 10:58 am

  Trust Provisions

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  Courtney N. Carr, Esq., Choate Hall & Stewart LLP , Boston
  
• 10:58 - 11:30 am

  Break
• 11:30 - 1:12 pm

  Special Trusts

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  Jon E. Steffensen, Esq., McLane Middleton , Boston
  
• 1:12 - 2:15 pm

  Lunch (on your own)
• 2:15 - 3:34 pm

  Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren (Part One)

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  Patricia Schatzlein Smock, Esq., Fiduciary Trust Company , Boston
  
• 3:34 - 3:45 pm

  Break
• 3:45 - 4:21 pm

  Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren (Part Two)

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  Patricia Schatzlein Smock, Esq., Fiduciary Trust Company , Boston
  
• 4:21 - 4:25 pm

  Key Takeaways

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  Courtney N. Carr, Esq., Choate Hall & Stewart LLP , Boston
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Chair

Faculty