Will & Trust Drafting: MCLE BasicsPlus!®
An essential two-day overview
- Product Number: 2170104P01
-
CLE Credits, earn up to:
12 substantive credits, 0 ethics credits CLE Credit Note -
Add to Favorites List
Choose Date/Location:
-
Product Description
Product Description
This in-depth look at the key elements of will and trust drafting is a must-attend for every new estate planner. Expert practitioners walk you step-by-step through all the drafting essentials, from pre-drafting considerations to complex clauses to related property and tax issues. You learn practical guidelines and key drafting techniques, and have the opportunity to get all your drafting questions answered. Come away with the tools you need to effectively prepare will and trust documents and skills you can use right away in your practice.
-
Agenda
Agenda & Materials
-
DAY ONE
-
9:30 a.m. - 11:15 a.m.
Preliminary Matters and Drafting the Will
on demand video Add to CartColin O. Sherer, Esq., Burnett & Sherer LLC , Providence
-
11:15 a.m. - 11:30 a.m.
Networking and Refreshment Break
-
11:30 a.m. - 1:15 p.m.
-
1:15 p.m. - 2:15 p.m.
Lunch (on your own)
-
2:15 p.m. - 3:15 p.m.
Drafting the Trust, Part One
on demand video Add to Cart -
3:15 p.m. - 3:30 p.m.
Networking and Refreshment Break
-
3:30 p.m. - 4:30 p.m.
Drafting the Trust, Part Two
on demand video Add to Cart -
DAY TWO
-
9:30 a.m. - 11:15 a.m.
Trust Provisions
on demand video Add to Cart -
11:15 a.m. - 11:30 a.m.
Networking and Refreshment Break
-
11:30 a.m. - 1:15 p.m.
-
1:15 p.m. - 2:15 p.m.
Lunch (on your own)
-
2:15 p.m. - 3:15 p.m.
-
3:15 p.m. - 3:30 p.m.
Networking and Refreshment Break
-
3:30 p.m. - 4:30 p.m.
Generation-Skipping Tax Provisions & Trusts for Children & Grandchildren
on demand video Add to Cart
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.
-
- Faculty