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
Free for OnlinePass subscribers.
On Demand Webcast
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Includes downloadable supporting materials.
$275.00; Members $247.50; New Lawyers $137.50
Free for OnlinePass subscribers.
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See Agenda below to purchase individual video segments from this program.
Pricing varies by video length. Member and new lawyer pricing available.
Free for OnlinePass subscribers.
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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: April 4th
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9:30 - 11:13 am
Will & Trust Drafting: Preliminary Matters and Incapacity Documents, including Ethics
on demand video Add to CartColin O. Sherer, Esq., Burnett & Sherer LLC , Providence
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11:13 - 11:30 am
Break
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11:30 - 12:37 pm
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12:37 - 1:37 pm
Lunch (on your own)
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1:37 - 2:21 pm
Drafting the Trust (Part One)
on demand video Add to Cart -
2:21- 2:30 pm
Break
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2:30 - 3:26 pm
Drafting the Trust (Part Two)
on demand video Add to Cart -
Day Two - April 5th
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9:30 - 10:58 am
Trust Provisions
on demand video Add to Cart -
10:58 - 11:30 am
Break
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11:30 - 1:12 pm
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1:12 - 2:15 pm
Lunch (on your own)
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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 CartPatricia Schatzlein Smock, Esq., Fiduciary Trust Company , Boston
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3:34 - 3:45 pm
Break
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3:45 - 4:21 pm
Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren (Part Two)
on demand video Add to CartPatricia Schatzlein Smock, Esq., Fiduciary Trust Company , Boston
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4:21 - 4:25 pm
Key Takeaways
on demand video Add to Cart
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- Faculty