Estate Planning and Administration
Self-Guided Professional Development Plan

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Development Units
Development Units
expand allUnit 1 expandOverview and Initial Client Contact in an Estate Planning Matter
Buy Unit New LawyerLast updated 05/10/2023Unit 2 expandEstate, Gift, and Generation-Skipping Transfer Taxes
Buy Unit New LawyerLast updated 12/08/2023Unit 3 collapseFundamental Testamentary Planning
Buy Unit New LawyerLast updated 12/08/2023Unit 4 expandMarital Deduction Planning
Buy Unit New LawyerLast updated 05/10/2023Unit 5 expandLifetime Asset Transfers
Buy Unit New LawyerLast updated 05/10/2023Unit 6 expandCharitable Giving Outright and in Trust
Buy Unit New LawyerLast updated 12/08/2023Unit 7 expandLife Insurance
Buy Unit New LawyerLast updated 12/08/2023Unit 8 expandRetirement Benefits
Buy Unit New LawyerLast updated 12/08/2023Unit 9 expandMarital Agreements
Buy Unit New LawyerLast updated 12/08/2023Unit 10 expandEstate Planning for Nontraditional Families
Buy Unit New LawyerLast updated 04/21/2023Unit 11 expandPostmortem Estate Planning
Buy Unit New LawyerLast updated 12/08/2023Unit 12 expandPreserving and Protecting the Family Business
Buy Unit New LawyerLast updated 12/08/2023Unit 13 expandLiving Wills, Durable Powers of Attorney, and Health-Care Proxies
Buy Unit New LawyerLast updated 12/08/2023Unit 14 expandPlanning for Incapacity/Elder & Disability Law
Buy Unit New LawyerLast updated 12/08/2023Unit 15 expandGuardianships and Conservatorships
Buy Unit New LawyerLast updated 12/08/2023Unit 16 expandMedicaid and Creditor Protection Trusts
Buy Unit New LawyerLast updated 05/10/2023Unit 17 expandTrusts
Buy Unit New LawyerLast updated 12/08/2023Unit 18 expandIrrevocable Trusts
Buy Unit New LawyerLast updated 05/10/2023Unit 19 expandDrafting Estate Plans
Buy Unit New LawyerLast updated 12/08/2023Unit 20 expandDrafting Wills & Trusts
Buy Unit New LawyerLast updated 12/08/2023Unit 21 expandEthical Issues for Estate Planners
Buy Unit New LawyerLast updated 09/17/2018Unit 22 expandPreparing Fiduciary Income, Gift, and Estate Tax Returns
Buy Unit New LawyerLast updated 01/30/2020Unit 23 expandProbate Practice
Buy Unit New LawyerLast updated 05/13/2021Unit 24 expandFiduciary Litigation, Including Will Contests, in the Probate Court
Buy Unit New LawyerLast updated 05/17/2019 - About this Plan
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