All
Help

Estate Planning and Administration

Self-Guided Professional Development Plan

  • Add to Favorites List
New Lawyers - Get your first Development Unit FREE. Click the NEW LAWYER link next to a unit title to claim it as your free unit.
  • Development Units
  • About this Plan
  • Use Note
  • Development Units

    Development Units

    expand all
    Unit 1 expand

    Overview and Initial Client Contact in an Estate Planning Matter

    Buy Unit New Lawyer
    Last updated 05/10/2023
    Unit 2 expand

    Estate, Gift, and Generation-Skipping Transfer Taxes

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 3 collapse

    Fundamental Testamentary Planning

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 4 expand

    Marital Deduction Planning

    Buy Unit New Lawyer
    Last updated 05/10/2023
    Unit 5 expand

    Lifetime Asset Transfers

    Buy Unit New Lawyer
    Last updated 05/10/2023
    Unit 6 expand

    Charitable Giving Outright and in Trust

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 7 expand

    Life Insurance

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 8 expand

    Retirement Benefits

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 9 expand

    Marital Agreements

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 10 expand

    Estate Planning for Nontraditional Families

    Buy Unit New Lawyer
    Last updated 04/21/2023
    Unit 11 expand

    Postmortem Estate Planning

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 12 expand

    Preserving and Protecting the Family Business

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 13 expand

    Living Wills, Durable Powers of Attorney, and Health-Care Proxies

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 14 expand

    Planning for Incapacity/Elder & Disability Law

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 15 expand

    Guardianships and Conservatorships

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 16 expand

    Medicaid and Creditor Protection Trusts

    Buy Unit New Lawyer
    Last updated 05/10/2023
    Unit 17 expand
    Last updated 12/08/2023
    Unit 18 expand

    Irrevocable Trusts

    Buy Unit New Lawyer
    Last updated 05/10/2023
    Unit 19 expand

    Drafting Estate Plans

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 20 expand

    Drafting Wills & Trusts

    Buy Unit New Lawyer
    Last updated 12/08/2023
    Unit 21 expand

    Ethical Issues for Estate Planners

    Buy Unit New Lawyer
    Last updated 09/17/2018
    Unit 22 expand

    Preparing Fiduciary Income, Gift, and Estate Tax Returns

    Buy Unit New Lawyer
    Last updated 01/30/2020
    Unit 23 expand

    Probate Practice

    Buy Unit New Lawyer
    Last updated 05/13/2021
    Unit 24 expand

    Fiduciary Litigation, Including Will Contests, in the Probate Court

    Buy Unit New Lawyer
    Last updated 05/17/2019
  • About this Plan
  • Use Note
TOP