CLE on Drafting Essential Estate Planning Documents
Program Description
A Practical How-to Guide to Estate Planning Documents
This comprehensive legal instruction offers essential knowledge and resources to draft key documents used to plan for clients’ trusts and estates. Establish heirs and plan distributions, choose and prepare fiduciaries, outline medical decisions and more. With experienced attorney faculty sharing their top approaches and sample documents, you’ll save time drafting and advise clients on the wisest course of action for every unique situation. Register today!
- Get sample language for wills, trusts, beneficiary designations, and more.
- Understand when specific provisions and documents are used for best results.
- Learn to draft to prevent unintended consequences.
- Help clients make the tough end-of-life and organ donation decisions and communicate them clearly and properly.
- Guard your professional reputation with a specialized legal ethics guide.
Who Should Attend
This estate planning guide is designed for attorneys. It will also benefit accountants and CPAs, trust officers, wealth managers, tax professionals, and paralegals.
Course Content
Compiling the Client’s Assets/Accounts Inventory
Crafting Durable Powers of Attorney
Updating Beneficiary Designations
Wills: Drafting the Key Components
Drafting Living Trusts: Essential Provisions
Designing the Letter of Intent to Clarify – not Complicate – Testator Intent
Advance Directives: Planning for Medical Care, Incapacity, and End of Life Decisions
Creating Guardianships
Legal Ethics in Estate Planning Practice