Audio CD + Course Book

Drafting Effective Wills and Trusts

Audio CD + Course Book

Copyright Date:

February, 2018

Product ID#:


Audio + Course Book

Credit Information

Continuing Legal Education

  • NC CLE - 6.00


  • NALA - 6.00
  • NFPA
From Event: Drafting Effective Wills and Trusts, held February 2018.

Program Description

People don't like to contemplate their own death, but they do need to consider what will happen to their assets when they die. Tax issues, medical decisions, and a wide range of planning documents make the process even more complicated. But you can give your clients peace of mind by creating effective wills and trusts that carry out all of their wishes.

This comprehensive guide will help you master the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents such as powers of attorney. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Tackle the ethical issues related to estate planning, both from the attorney's perspective and from that of the client who must make end-of-life medical decisions. Have the skills and information you need right at your fingertips-order today!

Course Content

  1. Fundamental Principles of Will Drafting
  2. Using Living Trusts and Powers of Attorney as Estate Planning Tools
  3. Basic Tax Considerations - What You Need to Know in Order to Choose the Appropriate Plan
  4. Ethics and Estate Planning
  5. Planning Methods to Control Medical Treatment

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 NC - Credit Approval Expiration 12/31/2019 *

National Association of Legal Assistants, Inc. – NALA: 6.00 N - Credit Approval Expiration 02/20/2020 *

National Federation of Paralegal Associations, Inc. – NFPA

* denotes specialty credits

Agenda / Content Covered

    9:00 - 10:15, Jason R. Jones
    1. Selecting the Vehicle - Initial Advice to the Client
    2. Checklist for Gathering Client Information
    3. The Statutory ABCs: What is Required?
    4. Methods of Designating Fiduciaries
    5. Disinheritance and No Contest Clauses - Will They Stand?
    6. Protective Clauses for Minors, Incompetent Persons and Beneficiaries With Special Needs
    7. Building Flexibility Into the Plan - Checklist of Special Provisions
    8. Practical Pointers With Sample Forms
    9. Developing a Document Preparation System
    10:30 - 11:45, Jason R. Jones
    1. Common Elements in Trust Agreements
    2. The Revocable Living Trust - Why You Should Use It
    3. Disadvantages of Revocable Living Trusts
    4. Sample Pour-Over Will and Living Trust Agreements
    5. Durable Powers of Attorney
    12:45 - 2:00, Charlie D. Brown
    1. Tax Considerations of Drafting Living or Testamentary Trusts
    2. Marital Deduction Planning - Qualifications and Basic Formula Approaches
    3. Estate and Gift Taxes
    4. Generation-Skipping Transfer Taxes
    5. Income Tax - Ramifications of Trusts
    2:15 - 3:15, Charlie D. Brown
    1. Selected Ethical Rules Affecting the Estate Planner
    2. Who's Your Client? Conflict of Interest
    3. Competency - A Word to the Wise
    4. Practice Before the IRS
    5. Attorney Fees
    3:15 - 4:30, James F. Morgan
    1. What a Living Will Can and Cannot Accomplish
    2. Picking Up Where a Living Will Ends - Durable Powers of Attorney for Health Care/Health Care Proxy
    3. Preserving Your Client's Dignity Through the Patient Self-Determination Act
    4. Anatomical Gifts - Making the Difficult Decisions During Life and Upon Death

CHARLIE D. BROWN is a board certified specialist in estate planning and probate law by the North Carolina State Bar, focusing his practice on the transfer and protection of assets. Mr. Brown is the principal attorney at the law firm of Brown Estate Planning & Elder Law with offices in Burlington and Raleigh. He was previously a trust officer with Wachovia Bank and a senior tax advisor with Arthur Andersen. His practice involves estate planning, Medicaid and elder law issues, business succession planning, trust and estate taxation, trust and estate administration and dispute resolution; and the creation and administration of charitable foundations. Mr. Brown earned his B.A., degree magna cum laude, and his M.B.A. degree at Wake Forest University and his J.D. degree at Wake Forest University School of law.

JASON R. JONES is an attorney with Loftin & Loftin PA, in Hillsborough, North Carolina, where in addition to a general civil practice he focuses on the areas of estate planning, administration, and litigation, especially fiduciary litigation. He is a member of the North Carolina State Bar Association, North Carolina Bar Association and the 15-B Judicial District Bar and is admitted to practice before the U.S. District Court, Western District North Carolina; U.S. Court of Appeals, 4th Circuit; and The Cherokee Supreme Court, Eastern Band of Cherokee Indians. Mr. Jones earned his B.A. degree from North Carolina State University and his J.D. degree from the University of North Carolina.

JAMES F. MORGAN is a member of Morgan, Herring, Morgan, Green & Rosenblutt, L.L.P. His areas of practice include personal injury, probate, wills, trials, zoning and governmental relations. Mr. Morgan is a member of the North Carolina Trial Lawyers Association and a member of the North Carolina Counsel of Bar Presidents. His bar admissions include North Carolina and the U.S. District Court, Middle District of North Carolina. He earned his B.A. degree from Guilford College and his J.D. degree from Cumberland School of Law, Samford University, Birmingham, Alabama.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890


Accreditation Details:

Continuing Legal Education

NC CLE: 6.00 Credit Approval Exp
Includes - Estate Planning and Probate Law: 6.00, Ethics: 1.00
NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program may qualify for up to 6.0 hours of online CLE credit, including 1.0 ethics. No more than 6.0 hours of online CLE credit may be earned during a reporting period. This program qualifies for Estate Planning and Probate Law specialization certification credit.

National Association of Legal Assistants, Inc.

N LA: 6.00 Credit Approval Exp
Includes - Ethics: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.

National Federation of Paralegal Associations, Inc.

N PAR: Credit Approval Exp
NBI, Inc. is a NFPA approved CLE provider.

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How To Order

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Mail: NBI
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