Estate Planning Videos

This video series offers an overview of estate planning basics, including drafting, executing, and implementing a basic estate plan. Whether you are new to estate planning or simply want a refresher course, this program contains practical information you need to know.

• Video 1 — Lifetime Issues, Gathering Information, and Planning for Disposition of Property
• Video 2 — Basic Will and Trust Drafting
• Video 3 — Fiduciary Issues and Ethics

Each video runs approximately 1 hour. See below for course materials and more information about the topics covered.

Lifetime Issues, Gathering Information, and Planning for Disposition of Property

Video 1

• Health care decision making and property management
• Durable powers of attorney, health care proxies, living wills, and designations of bodily remains
• Interview process – people
• Interview process – property
• Competency issues
• Creditors and other client obligation issues
• Lifetime gifting considerations

Basic Will and Trust Drafting

Video 2

• 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

Fiduciary Issues and Ethics

Video 3

• Personal representatives, trustees, and other fiduciaries
• Trust protectors
• Powers vs. duties
  
• Breach of trust and remedies
  
• Compensation
  
• Distribution issues
• Principal and income allocation issues
• Removal of fiduciary
• Bonds
• Limiting liability and exculpation clauses
  
• Ethical issues