Will & Trust Drafting: MCLE BasicsPlus!®
Master the estate planning fundamentals you need for your practice
- Product Number: 2230144WAU
- Publication Date: 6/12/2023
- Length: 12 hours CLE Credit Note
- Copyright: © 2023 MCLE, Inc.
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Product Description
Product Description
This two-day, comprehensive look at the key elements of will and trust drafting is an indispensable course for every new estate planner. Expert practitioners guide 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 an 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.
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Agenda
Agenda & Materials
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Day One: June 12
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9:30 - 11:15 am
Will & Trust Drafting: Preliminary Matters and Incapacity Documents
on demand video Add to CartColin O. Sherer, Esq., Burnett & Sherer LLC , Providence
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11:15 - 11:30 am
Break
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11:30 - 1:15 pm
Will Provisions
on demand video Add to Cart -
1:15 - 2:15 pm
Lunch (on Your Own)
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2:15 - 4:30 pm
Drafting the Trust
on demand video Add to Cart -
Day Two: June 13
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9:30 - 11:15 am
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11:15 - 11:30 am
Break
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11:30 - 1:15 pm
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1:15 - 2:15 pm
Lunch (on your own)
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2:15 - 4:25 pm
Overview of Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren
on demand video Add to CartPatricia Schatzlein Smock, Esq., Fiduciary Trust Company , Boston
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4:25 - 4:30 pm
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.
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