Discover How to Draft Sound Guardianship Documents, Trust Provisions, Wills, and More
This program walks you through the nuts and bolts of creating various estate planning documents. Find out what you need to know about will and trust drafting, financial POAs and medical decision-making, unearth different uses of LLCs in estate planning, and much more. Don't miss this opportunity to hone your skills - register today!
Examine sample guardianship documents.
Explore the dos and don'ts of beneficiary account designations.
Discover guidelines for crafting will distributions provisions, dispute resolution provisions, etc.
Uncover practical guidance for developing special use provisions in trusts.
Identify essential guidelines for filling out tax forms.
Capacity and Guardianship Documents (With Samples)
Beneficiary Account Designations (With Samples)
Financial POAs and Medical Decision-Making (With Samples)
Drafting Wills (With Sample Language)
Essential Trust Provisions (With Samples)
Top Uses of LLCs in Estate Planning
Essential Tax Forms
The Legal Ethics Guide for Trusts and Estates Attorneys
This seminar meets the requirements of the NALA Certifying Board for 6.0 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Robin Boren-Coleman Sexton is vice president and senior estate advisory specialist with Wells Fargo Wealth Management with over 25 years of experience. Ms. Boren-Coleman Sexton partners with high-net worth clients, internal wealth management specialists, and local professionals in the tax and legal communities to efficiently administer complex trusts and estates, and provide customized services to clients throughout Southern California. She earned her B.A. degree from American University and her J.D. degree from Thomas Jefferson School of Law.
Christopher L Cauble is a partner in the firm of Cauble & Whittington,LLP in Grants Pass practicing in the area of probate and trust litigation, including litigating claims; money that has been stolen by PR's or fiduciaries; defending or prosecuting will contests; and elder abuse litigation. He also deals with all estate and probate related tax issues. Mr. Cauble is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court District of Oregon, as well as the 9th Circuit Court of Appeals and the United States Supreme Court. He earned his B.A. degree from Willamette University and his J.D. degree, cum laude, from Gonzaga University School of Law.
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