Product Description

Clients are relying on you. Your words are what stand between what they want and what will happen. Do you know how to draft your documents to ensure that their wishes are expressed and enforced?

Hear the faculty explain why the client interview is a crucial first step. Having accurately discerned the client’s wishes, the faculty discuss best practices in documenting those wishes, both in your client notes and also in their legal documents. Accurately documenting your client’s wishes is just the beginning. You also need to advise your clients of the risks that their wishes could be disrupted by unhappy beneficiaries and strategies to combat these challenges. 

Agenda & Materials

• 9:30 - 9:50 am

  Drafting to Ensure the Settlor's Intent Is Realized: The Importance of the Client Interview and Murphy’s Law

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  – Determining decisions for unlikely contingencies

  Karen B. Johnson, Esq., Madge & Johnson, PC , Westford
  
• 9:50 - 10:10 am

  Drafting to Ensure the Settlor's Intent Is Realized: Know the Default Rules That Will Apply if You Are Silent

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  Intestacy
  

  • Rights of spouses
  • Rights of children outside of the marriage
  • Rights of parents
  • Next of kin

  Who takes if the beneficiary predeceases?
  • “Close relatives” v. others

  Karen B. Johnson, Esq., Madge & Johnson, PC , Westford
  
• 10:10 - 10:40 am

  Techniques for Protecting Your Estate Plan from Being Attacked from the Outside

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  - Avoid probate
  

  • Revocable v. irrevocable trusts
  • Beneficiary designation forms
  • POD/TOD accounts

  - In Terrorem clauses
  – Best practices for avoiding “undue influence” and “incompetency” claims
  

  Susan A. Atlas, Esq., , Chelmsford
  Patricia Keane Martin, Esq., Prince Lobel Tye LLP , Boston
  
• 10:40 - 11:20 am

  What to Do if Your Client’s Estate Plan Is Contested

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  Patricia Keane Martin, Esq., Prince Lobel Tye LLP , Boston
  
• 11:20 - 11:30 am

  "Ask the Experts" Q&A Session and Key Takeaways

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  Panel
  

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.

Chair

Faculty