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
Continuing Legal Education IN CLE
- 6.00Approval Exp. 10/18/2022
This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive up to 6.0 hours of distance education, which includes 1.0 hour of ethics. Newly admitted attorneys may receive up to 6.0 hours of new attorney CLE. No more than 18.0 hours of distance education CLE credit may be earned during a reporting period, and there is no carry over of excess distance education hours.
LEAH A. MORRISON is an attorney with English, Lucas, Priest & Owsley, LLP, in Bowling Green, Kentucky. She concentrates her practice in designing estate, asset protection, and business succession plans in a tax advantageous manner. Ms. Morrison is a member of the American, Kentucky, Louisville, and Bowling Green-Warren County bar associations. She earned her J.D. degree, magna cum laude, from the University of Louisville Brandeis School of Law, her LL.M. degree in taxation, magna cum laude, from the University of Alabama, and her B.A. degree in Criminal Justice from George Washington University.
ANDREW SUMERFORD is an attorney with Meils Thompson Dietz & Berish, where he practices in the areas of insurance defense, estate planning, probate, family law, construction law, and general civil practice. Mr. Sumerford earned his B.S. degree from Indiana University and his J.D. degree from Indiana University School of Law - Indianapolis. He is a member of the Indiana State Bar Association.
LORA N.R. WILLIAMS is the sole owner of Williams Law Office, PC, where her primary focus is estate and business planning law practice near Greensburg, Indiana. She also maintains a creditor collections practice in central Indiana. Ms. Williams is a frequent presenter for National Business Institute and she has previously taught business law courses at Indiana Wesleyan University and Butler University. She earned her B.A. degree from Purdue University, her J.D. degree from Syracuse University, and her Master in Public Administration degree from Syracuse University. Ms. Williams is a member of the Indiana State Bar Association and the Decatur County Bar Association.
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