Feb

    Mar

    Basic Will & Trust Drafting

    6 PM GMT

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through
    an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of
    advanced directives. Then, they will explain the fundamentals of preparing and executing basic estate planning
    documents, including wills, trusts and related documents. Next, they will discuss fiduciary selection concerns
    and explore administration issues. Finally, our speakers will wrap things up by tackling some of the ethical issues
    related to estate planning.


    Whether you are new to practicing estate planning or simply want a refresher course, this program contains all
    of the practical information you need to know.

    Session Description

    · Using forms
    · Direction to pay debts and apportionment
    issues
    · Specific bequests (private and charitable)
    · General bequest
    · Residuary bequests
    · Guardians and other issues regarding
    minor children
    · Basic testamentary trust structure and
    options
    · Survivorship issues (lapse)
    · Powers of appointment
    · Ademption
    · Tax apportionment
    · In terrorem provisions
    · Execution of documents

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    Basic Will & Trust Drafting

    Event Details

    Format

    In-Person

    Date

    Feb 16 - Mar 09, 2016

    2016-02-16T18:00:00 2016-03-09T19:00:00 Basic Will & Trust Drafting

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through
    an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of
    advanced directives. Then, they will explain the fundamentals of preparing and executing basic estate planning
    documents, including wills, trusts and related documents. Next, they will discuss fiduciary selection concerns
    and explore administration issues. Finally, our speakers will wrap things up by tackling some of the ethical issues
    related to estate planning.


    Whether you are new to practicing estate planning or simply want a refresher course, this program contains all
    of the practical information you need to know.

    Session Description

    · Using forms
    · Direction to pay debts and apportionment
    issues
    · Specific bequests (private and charitable)
    · General bequest
    · Residuary bequests
    · Guardians and other issues regarding
    minor children
    · Basic testamentary trust structure and
    options
    · Survivorship issues (lapse)
    · Powers of appointment
    · Ademption
    · Tax apportionment
    · In terrorem provisions
    · Execution of documents

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