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Audio CD

Will & Trust Drafting: MCLE BasicsPlus!®

Attain the estate planning fundamentals you need for your practice

2180115PCD
2/6/2018
12 Hours
© 2018 MCLE, Inc.
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Product Description

This two-day, comprehensive look at the key elements of will and trust drafting is an imperative course for every new estate planner. Expert practitioners walk 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.

DAY ONE
9:30 am - 11:15 am
Preliminary Matters
Colin O. Sherer, Esq., Howland Evangelista Kohlenberg Burnett LLP, Providence
11:15 am - 11:30 am
Networking and Refreshment Break
11:30 am - 1:15 pm
Will Provisions
Karen L. Witherell, Esq., Bove & Langa, PC, Boston, Chair
1:15 pm - 2:15 pm
Lunch (on your own)
2:15 pm - 3:15 pm
Drafting the Trust, Part One
Lisa A.H. McChesney, Esq., Goodwin Procter LLP, Boston
3:15 pm - 3:30 pm
Networking and Refreshment Break
3:30 pm - 4:30 pm
Drafting the Trust, Part Two
Lisa A.H. McChesney, Esq., Goodwin Procter LLP, Boston
DAY TWO
9:30 am - 11:15 am
Trust Provisions
Brian W. Monnich, Esq., Choate Hall & Stewart LLP, Boston
11:15 am - 11:30 am
Networking and Refreshment Break
11:30 am - 1:15 pm
Special Trusts
Jon E. Steffensen, Esq., McLane Middleton, Boston
1:15 pm - 2:15 pm
Lunch (on your own)
2:15 pm - 3:15 pm
Generation-Skipping Tax Provisions
Robert G. Holdway, Esq., Fiduciary Trust Company, Boston
3:15 pm - 3:30 pm
Networking and Refreshment Break
3:30 pm - 4:30 pm
Generation-Skipping Tax Provisions & Trusts for Children & Grandchildren
Robert G. Holdway, Esq., Fiduciary Trust Company, Boston

Please Note

MCLE audio CDs are created to order. Please allow up to two weeks following the conclusion of the live program for delivery. There are no published print or electronic materials included with an audio CD purchase.

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