Toolbox: Trust & Estate Videos

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