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Estate Planning: Basic Will and Trust Drafting

This program provides practical information including:

  • 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