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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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, March 8th, 9:30 am - 4:30 pm
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12:37 - 1:37 pm
Lunch (on your own)
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1:37 - 2:21 pm
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9:30 am - 9:46 am
Welcome and Introduction
on demand video Add to CartHon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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2:21- 2:30 pm
Break
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9:40 am - 10:18 am
Divorce in Massachusetts: Substantive Law and Procedure, Jurisdiction, Equitable Distribution, Professionalism (civility) and Ethics
on demand video Add to Cart -
2:30 - 3:26 pm
Drafting the Trust (Part Two)
on demand video Add to Cart -
Day Two - April 5th
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10:18 am - 10:43 am
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9:30 - 10:58 am
Trust Provisions
on demand video Add to Cart -
10:43 am - 10:58 am
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10:58 - 11:30 am
Break
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11:30 - 1:12 pm
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10:58 am - 11:23 am
ADR, Collaborative Law, and Mediation in a Divorce Matter
on demand video Add to CartSteven E. Gurdin, Esq., Fitch Law Partners LLP , Boston
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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1:12 - 2:15 pm
Lunch (on your own)
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11:23 am - 11:43 am
Break
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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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 -
11:43 am - 12:35 pm
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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)
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12:35 pm - 1:35 pm
Lunch
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4:21 - 4:25 pm
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1:35 pm - 2:32 pm
Child Support Guidelines and Support Orders
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1:35 pm - 2:32 pm
Child Support Guidelines and Support Orders
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2:32 pm - 2:54 pm
Financial Statements in a Divorce Matter: The Basics
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2:54 pm - 3:25 pm
Tax Issues: Deductible and Non-Deductible support orders, 1041 Transfers, and Dividing Assets in a Divorce Matter
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3:25 pm - 3:49 pm
Pensions and Retirement in a Divorce Matter
on demand video Add to CartHon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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3:49 pm - 4:05 pm
Break
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4:05 pm - 4:11 pm
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Day Two, March 9th, 9:30 am - 4:30 pm
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9:30 am - 9:32 am
Welcome and Introduction
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9:32 am - 9:58 am
Discovery in a Divorce Matter
on demand video Add to CartNancy G. O'Donnell, Esq., Verrill Dana LLP , Boston
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
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9:58 am - 10:27 am
Working with the Probation Department of the Probate and Family Court
on demand video Add to Cart -
10:27 am - 11:02 am
Motion Practice, Temporary Orders in a Divorce Matter
on demand video Add to CartHon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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11:02 am - 11:12 am
Break
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11:12 am - 11:50 am
Ethical Issues for Family Law Practitioners in a Divorce Matter
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11:50 am - 12:50 pm
Lunch
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12:50 pm - 1:07 pm
Motion Session Demonstration in a Divorce Matter
on demand video Add to CartSteven E. Gurdin, Esq., Fitch Law Partners LLP , Boston
Nancy G. O'Donnell, Esq., Verrill Dana LLP , Boston
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
Hon. Nan M. Sauer, Probate and Family Court, Commonwealth of Massachusetts , Boston
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1:07 pm - 1:25 pm
Tips from the Bench on Motions Practice in a Divorce Matter
on demand video Add to CartHon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
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1:25 pm - 1:40 pm
Break
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1:40 pm - 1:53 pm
Negotiation and Settlement, Four-Way Negotiation Conference, Corridor Negotiation, Pretrial Conference, and Settlement Agreement in a Divorce Matter
on demand video Add to Cart -
1:53 pm - 2:04 pm
Divorce Law: Tips from the Bench
on demand video Add to CartHon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
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- Faculty