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Will & Trust Drafting: MCLE BasicsPlus!®

Attain the estate planning fundamentals you need for your practice

recorded
  • Product Number: 2180115WAU
  • Publication Date: 2/6/2018
  • Length: 12 Hours CLE Credit Note
  • Copyright: © 2018 MCLE, Inc.
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See Agenda below to purchase individual video segments from this program. Price per video: $50.00; Sponsor Members $45.00; New Lawyers $37.50
  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    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.

  • Agenda

    Agenda & Materials

    • DAY ONE

    • 9:30 am - 11:15 am

      Preliminary Matters

      eLecture Add to Cart
      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

      eLecture Add to Cart
      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

      eLecture Add to Cart
      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

      eLecture Add to Cart
      Lisa A.H. McChesney, Esq., Goodwin Procter LLP , Boston
    • DAY TWO

    • 9:30 am - 11:15 am

      Trust Provisions

      eLecture Add to Cart
      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

      eLecture Add to Cart
      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

      eLecture Add to Cart
      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

      eLecture Add to Cart
      Robert G. Holdway, Esq., Fiduciary Trust Company , Boston

    Please Note

    MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

  • Faculty