CLE on Drafting Estate Planning Documents

The American Law Institute Continuing Legal Education (ALI CLE) is holding a CLE entitled, Drafting Estate Planning Documents: Key Mistakes and How to Avoid Them, on November 6, 2014 from 11:00 a.m. – 12:55 p.m. Eastern, via video webcast.  Here is why you should attend:

Drafting estate documents isn’t just memorializing your client’s wishes, it’s also a way to set the rules when it’s time to administer the document. Will everything go the way you intended when it’s time to execute the document? Will that boilerplate language have unintended consequences? Did you explain the documents in-depth to the client or accidently tell them what they wanted to hear? What you say and do right now will set the tone for the future.

 With personal experiences from her time on both sides of the fence and examples provided by estate and trust administrators, Stacy Singer breaks down mistakes estate planners may make at the drafting stage when engaging with clients, distributing assets, and apportioning tax.