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