Audio CD + Course Book

Drafting Effective Wills and Trusts

Audio CD + Course Book

Copyright Date:

March, 2018

Product ID#:


Audio + Course Book

Credit Information

Choose State:


  • National Association of Legal Assistants, Inc. - 6.00
  • National Federation of Paralegal Associations, Inc.
From Event: Drafting Effective Wills and Trusts, held March 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

National Association of Legal Assistants, Inc. – NALA: 6.00 N - Credit Approval Expiration 03/15/2020 *

National Federation of Paralegal Associations, Inc. – NFPA

* denotes specialty credits

Agenda / Content Covered

    9:00 - 10:30, David E. Heller
    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
    10:45 - 12:00, David E. Heller
    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
    1:00 - 2:15, David B. Parsons
    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, Karl D. Warden
    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
    3:30 - 4:30, Karl D. Warden
    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

DAVID E. HELLER is an attorney with the Nashville law firm of Martin, Heller, Potempa & Sheppard, PLLC, where he concentrates his practice in the areas of estate planning and probate, including asset protection planning for high-net-worth individuals, business succession planning, charitable planning, and generation skipping planning. Mr. Heller focuses on a comprehensive wealth preservation program which allows the family to preserve its wealth from taxes, creditors and others outside the designated family unit. He advises clients on how to integrate business interests along with executive compensation packages into the family's overall wealth preservation strategy. Mr. Heller has written extensively on these and other topics and has presented his work at many seminars and CLE presentations. He serves on several boards and committees of nonprofit organizations in the Nashville area, and he is a member of the Tennessee and Nashville bar associations. Mr. Heller earned his B.S. degree from Carnegie-Mellon University, his J.D. degree from Widener University School of Law and his LL.M. degree in tax law from Georgetown University Law Center.

DAVID B. PARSONS is a solo practitioner in Nashville, where his work includes tax planning (individual, corporate, and estate) and business transactions, including mergers and acquisitions. In addition to practicing law for more than 30 years, Mr. Parsons is a certified public accountant in the state of Tennessee. He is a frequent speaker on tax and estate planning topics for a wide variety of groups. He is a member of the Tennessee, Nashville, North Carolina, and American bar associations, as well as the District of Columbia Bar. Mr. Parsons earned his A.B. degree from Duke University and his J.D. degree from the University of Chicago.

KARL D. WARDEN is a sole practitioner in Nashville, where he practices in the areas of elder law, estate planning, business law, business litigation and civil law. He has been practicing law for more than 30 years, and has lectured for professional groups on matters related to estate planning and elder law. Mr. Warden is admitted to practice in Tennessee. He earned his B.A. degree from Vanderbilt University, his J.D. degree from West Virginia University and his LL.M. degree from George Washington University. Mr. Warden is a member of the Nashville Bar Association, a recipient of the CLE Excellence Award and a fellow of the Nashville Bar Foundation.

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:

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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Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702