Draft Enforceable Estate Planning Documents With These Practical Techniques
Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today!
Get practical will and trust drafting skills to speed up the process and give the testator's last wishes power.
Stave off conflicts of interest with a clear determination of who your client is from the start.
Learn how to deal with interested relatives who want to be present at all the planning meetings.
Explore the pros and cons of using a revocable living trust in the will's stead and find out when it's a better option.
Explore the functions and mechanics of major trust structures - and make certain you choose the right tool for each job.
Give each provision full power with precise word choices - get sample forms to speed up the process.
Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned.
Anticipate key tax issues, including individual income tax planning and trust taxation.
Phrase the fiduciary and beneficiary designations to leave no room for misinterpretation.
Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation.
Learn how to verify and document the testator's competency to close the door on any potential will contests.
Key Elements of Effective Wills
Trusts as Alternatives to Wills
Basic Tax Concerns
Documenting Long-Term Care, Incapacity, and End-of-Life Decisions
DEBORAH BALLINS SCHWARZ practices with DBS Law Group, a Professional Corporation, that focuses on the needs of seniors and the disabled, bringing with her more than 37 years of experience as a lawyer. Her practice focuses on planning and collaboration of resources for the special needs community along with providing a comprehensive analysis for long term care needs, customized estate planning, and assessment of government benefits, including Veteran's benefits and Medi-Cal. Ms. Ballins Schwarz also handles contested conservatorships with the goal of maintaining her client's or a loved one's dignity, should a conservatorship be necessary to protect them due to her extensive litigation background. She is a certified specialist in estate planning, trust and probate law by the State Bar of California; and is a VA certified attorney. Ms. Ballins Schwarz graduated from Loyola Law School and was a member of the Law Review. She received her LL.M. degree in taxation from Loyola Law School.
ANDREW W. GILLILAND is a sole practitioner and owner of Gilliland Law with offices in Riverside, California and Carlsbad, California. He loves working with clients to resolve their planning needs focusing his practice on estate planning, probate, and guardianship. Mr. Gilliland has a diverse background in working with clients in estate planning, business, and taxation. He is licensed to practice in California and Utah. Mr. Gilliland earned his B.A. degree from Brigham Young University, his J.D. degree from the University of Utah S.J. Quinney College of Law, and his LL.M. degree in taxation from the Fredrick G. Levin College of Law at the University of Florida.
NEAL B. JANNOL is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.
JONATHAN D. PRIMUTH is a partner at Lagerlof, LLP in Pasadena, California. He is a certified specialist in estate planning, trust and probate law through the State Bar of California. Mr. Primuth's estate planning experience includes multinational families and business succession planning. He handles complex trust and probate administrations involving estate and gift tax, asset allocation, accounting, creditor, property tax, income tax and appraisal issues. Mr. Primuth also manages a wide range of probate litigation, including will contests and breach of trust claims. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association (Trusts and Estates Section), and the State Bar of California (Trusts and Estates Section). Mr. Primuth earned his J.D. degree from the University of California, Los Angeles (UCLA) School of Law, where he interned for the Honorable William P. Gray in the United States District Court.
We use this information in order to improve and customize your browsing experience,
in addition to improving our internal analytics and metrics about our visitors.