The Fundamentals of Will & Trust Drafting (On-Demand Product)

    The Fundamentals of Will & Trust Drafting (On-Demand Product)
    CLE 90 min

    The Fundamentals of Will & Trust Drafting (On-Demand Product)

    This session will review some of the information you must obtain from your clients before preparing their estate plan, some of the key drafting options available to estate planners, and certain issues associated with the proper execution of an estate plan. 

    Topics will include:
    • Capacity issues
    • Executors and Guardians
    • Disposition of tangible personal property
    • Pre-residuary devises and bequests
    • Powers of appointment
    • Successor trustee provisions
    • Fiduciary compensation
    • In Terrorem clauses
    • Execution formalities
    • Common distribution standards
    • Credit shelter/ marital deduction division
    • Key requirements of a marital trust
    • Tax allocation clauses
    • Drafting for qualified disclaimers
    • Powers of attorney, health care proxies, and living wills
    • Minimizing probate 
    • Planning for digital assets
    • Special Assets need special care

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      01/08/2021

    2.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      12/31/2021

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      12/31/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      01/09/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/09/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/14/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      01/08/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.80 total credit hours including

    • General

      Status:

      Available for credit

      1.80 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      02/07/2021

    1.80 total credit hours including

    • General

      Status:

      Reciprocity

      1.80 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • Areas of Professional Practice

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      01/08/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    2.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      02/20/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      01/08/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/18/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      02/07/2021

    1.75 total credit hours including

    • General

      Status:

      Approved

      1.75 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • Law & Legal Procedure

      Status:

      Applied for

      1.50 credit hours

      Available until:

      01/08/2021

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      02/07/2021

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      01/08/2021

    $175
    NON-MEMBERS
    $150
    MEMBERS
    $95
    SECTION MEMBERS
    *Additional discounts may apply at checkout

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    The Fundamentals of Will & Trust Drafting (On-Demand Product)

    Product Details

    Panelists

    Aastha Madaan, Art A Steele

    Sponsors

    Section of Real Property, Trust and Estate Law

    Page Count

    55

    Product Code

    5431025OLC

    Duration

    90

    Publication Date

    1/18/2017 12:00:00 AM

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