Will & Trust Drafting MasterClass
Go beyond the basics and become an estate planning expert
- Product Number: 2190033P01
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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
The estate planning process involves a constant honing of drafting skills. It is vital that estate planners know how to draft wills and trusts in a manner that communicates clearly and effectively and also fulfills their clients’ needs and wishes. You need focused attention on the details and potential troublesome questions that face every estate planning lawyer and their clients.
This program brings together a panel of highly proficient drafters who address advanced issues in estate planning. They provide drafting advice on a wide range of general and specific 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. Knowing the basics of drafting is an earnest start, but acquiring the finely-tuned skills, strategies, and nuances is what really distinguishes an outstanding drafter from the crowd.
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Agenda
Agenda & Materials
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9:30 - 9:35 am
Welcome and Introduction
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9:35 - 10:05 am
Drafting Tax Clauses
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10:05 - 10:25 am
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10:25 - 11:05 am
Directed & Divided Trusts
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11:05 - 11:15 am
Networking and Refreshment Break
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11:15 - 11:35 am
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11:35 - 12:05 pm
Trust Protectors & Powers of Appointment
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12:05 - 12:25 pm
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12:25 - 12:30 pm
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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