CLE on Drafting Strategies for Estate Planners: Creating Documents To Withstand the Challenge
The American Law Institute is holding a conference entitled, Drafting Strategies for Estate Planners: Creating Documents To Withstand the Challenge, which will take place on Wednesday, April 4, 2018 via telephone seminar and audio webcast. Provided below is a description of the event:
Why You Should Attend
They are the legendary lore of the estate planning profession: Anna Nicole Smith’s challenge to the will of J. Howard Smith II; the battle between Brooke Astor’s son and grandson; and even the fight between Leona Helmsley’s grandchildren and her dog. They’re all famous estate feuds—so famous that even the general public knows about them. But estate contests don’t have to involve celebrities of multimillions of dollars to be fierce—or downright ugly. As the population ages, as family structures change, and as expectations shift, there is every reason to believe that estate disputes contests might increase in number and ferocity. To forestall all of the strife and expense that will contests can bring about, it is essential that estate planning practitioners know what they can do to bullet-proof the estate planning documents they create for clients. This 60-minute program, presented by two nationally recognized experts, will tell you what you need to know to insulate estate planning documents from challenges, and even prevent challenges from happening.
What You Will Learn
Topics to be covered include:
Planning your documents and getting organized;
Writing for clarity;
Avoiding legalese when possible;
Taking the reader’s point of view;
Common drafting mistakes an how to avoid them;
Reviewing you documents and getting input.
Have a question for the faculty? Send your questions to tsquestions@ali-cle.org. Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials to accompany the program.
Who Should Attend
Estate planning practitioners at all levels will benefit from this program.