Will & Trust Drafting: MCLE BasicsPlus!®
Attain the estate planning fundamentals you need for your practice
- Product Number: 2190142P01
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CLE Credits, earn up to:
12 substantive credits, 0 ethics credits CLE Credit Note -
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All of the faculty presentations from Will & Trust Drafting: MCLE BasicsPlus!® may be purchased individually. Expand the Agenda below to see all options.
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Product Description
Product Description
This two-day, comprehensive look at the key elements of will and trust drafting is an imperative course for every new estate planner. Expert practitioners walk 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 the 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
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9:30 - 11:15 am
Preliminary Matters
on demand video Add to CartColin O. Sherer, Esq., Burnett & Sherer LLC , Providence
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11:15 - 11:30 am
Networking and Refreshment 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 - 3:15 pm
Drafting the Trust, Part One
on demand video Add to Cart -
3:15 - 3:30 pm
Networking and Refreshment Break
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3:30 - 4:30 pm
Drafting the Trust, Part Two
on demand video Add to Cart -
DAY TWO
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9:30 - 11:15 am
Trust Provisions
on demand video Add to Cart -
11:15 - 11:30 am
Networking and Refreshment 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 - 3:15 pm
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3:15 - 3:30 pm
Networking and Refreshment Break
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3:30 - 4:30 pm
Generation-Skipping Tax Provisions & Trusts for Children and Grandchildren
on demand video Add to Cart
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- Faculty