Will & Trust Drafting Master Class
Go well beyond the basics
- Product Number: 2170026WBC
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Good estate planning requires the constant honing of drafting skills, especially with regard to wills and trusts. It is vital that estate planners know how to draft these instruments in a manner that communicates clearly and effectively and also fulfills their clients’ needs and wishes. Knowing the basics of drafting is an important start, but knowing finely-tuned nuances and strategies is what really distinguishes an outstanding drafter.
In this program, veteran practitioners address the most important advanced issues in drafting wills and trusts. They provide seasoned advice and insight on a wide range of drafting matters, such as how to increase and limit trust flexibility, how to address the risks inherent in trust administration, and how to draft new and technical fiduciary powers. You get the focused attention of experienced drafters and the chance to have your thorniest questions answered.
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Agenda
Agenda & Materials
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9:00 a.m. - 9:05 a.m.
Welcome and Introduction
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9:05 a.m. - 9:35 a.m.
Drafting Tax Clauses
on demand video Add to CartJoan Garrity Flynn, Esq., Hemenway & Barnes LLP , Boston
Ruth A. Mattson, Esq., Verrill Dana LLP , Boston
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9:35 a.m. - 9:50 a.m.
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9:50 a.m. - 10:20 a.m.
Decanting, Change of Situs & Governing Law
on demand video Add to CartJudith A. Saxe, Esq., Atlantic Trust Private Wealth Management, Boston -
10:20 a.m. - 10:30 a.m.
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10:30 a.m. - 10:45 a.m.
Networking and Refreshment Break
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10:45 a.m. - 11:00 a.m.
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11:00 a.m. - 11:30 a.m.
Powers of Appointment & Trust Protectors
on demand video Add to Cart -
11:30 a.m. - 11:50 a.m.
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11:50 a.m. - 12:00 p.m.
"Ask the Experts" Q&A Session
Panel
Special Program Materials:
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