Will & Trust Drafting: MCLE BasicsPlus!®
Master the estate planning fundamentals you need for your practice
- Product Number: 2220124P01
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CLE Credits, earn up to:
12 substantive credits, 0.5 ethics credits CLE Credit Note -
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All of the faculty presentations from Will & Trust Drafting: MCLE BasicsPlus!® may be purchased individually. Expand the Agenda below to see all options.
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MP3 Download
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Includes downloadable supporting materials.
$275.00; Members $247.50; New Lawyers $137.50
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On Demand Webcast
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Includes downloadable supporting materials.
$275.00; Members $247.50; New Lawyers $137.50
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Pricing varies by video length. Member and new lawyer pricing available.
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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 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
Agenda & Materials
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Day One: Thursday, May 12th, 2022
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9:30 - 10:58 am
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10:58 - 11:30 am
Break
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11:30 - 1:12 pm
Special Trusts
on demand video Add to Cart -
1:12 - 2:15 pm
Lunch (on your own)
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9:30 - 9:45 am
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2:15 - 3:34 pm
Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren (Part One)
on demand video Add to Cart -
3:34 - 3:45 pm
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3:45 - 4:21 pm
Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren (Part Two)
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4:21 - 4:25 pm
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9:45 - 10:15 am
Chronology of Estate Administration
on demand video Add to CartPreliminary Matters; Managing Client Relationship/Educating the Personal Representative; Checklist Probate Manual -
9:45 - 10:15 am
Chronology of Estate Administration
on demand video Add to CartPreliminary Matters; Managing Client Relationship/Educating the Personal Representative; Checklist Probate Manual -
10:15 - 11:30 am
Basics & Options to Open an Estate
on demand video Add to CartEvelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
Pamela C. O'Brien, Esq., Essex Probate and Family Court , Salem
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11:30 - 11:45 am
Break
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11:45 - 12:30 pm
Will Contests & Other Objections
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12:30 - 1:30 pm
Lunch (On You Own)
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1:30 - 2:15 pm
Collection and Management of the Estate
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2:15 - 2:45 pm
Sale of Real Estate
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2:45 - 3:00 pm
Break
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3:00 - 3:45 pm
Debts & Creditor Claims
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3:45 - 4:15 pm
Spousal Elective Share
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4:15 - 4:30 pm
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Day Two: Friday, May 13, 2022
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9:30 - 9:40 am
Welcome and Introduction
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9:40 - 10:40 am
Taxation of the Estate
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10:40 - 11:15 am
Post Mortem Planning
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11:15 - 11:30 am
Break
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11:30 - 12:30 pm
Trusts—Testamentary and Interplay Between Trusts and Estates
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12:30 - 1:30 pm
Lunch (on your own)
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1:30 - 2:15 pm
Final Distribution of the Estate; Options to Close; Probate Accounts
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2:15 - 3:00 pm
Probate Litigation
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3:00 - 3:15 pm
Break
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3:15 - 4:00 pm
Digital Assets and Estate Administration
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4:00 - 4:30 pm
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- Faculty