Audio CD + Course Book

Step-by-Step Guide to Drafting Wills and Trusts

Audio CD + Course Book

Copyright Date:

April, 2018

Product ID#:

78781CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • ND CLE - 6.00
From Event: Step-by-Step Guide to Drafting Wills and Trusts, held April 2018.

Program Description

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 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 - order today!

Course Content

  1. Key Elements of Effective Wills
  2. Trusts as Alternatives to Wills
  3. Basic Tax Concerns
  4. Documenting Long-Term Care, Incapacity and End-of-Life Decisions
  5. Ethics
  6. Planning for Unmarried and Remarried Couples

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 ND - Credit Approval Expiration 04/03/2020 *


* denotes specialty credits

Agenda / Content Covered

  1. KEY ELEMENTS OF EFFECTIVE WILLS
    9:00 - 10:00, Michael M. Ward
    1. Establishing Statutory Framework
    2. Types of Wills
    3. Verifying and Documenting the Testator's Competency
    4. Beneficiary Designations in Retirement Plans and Life Insurance
    5. Pension Distributions During and After Life
    6. Titling Assets
    7. Designating Fiduciaries
    8. Planning for Disabled Children
    9. Sample Will Verbiage
    10. Sample Forms
    11. Updating Will Documents
  2. TRUSTS AS ALTERNATIVES TO WILLS
    10:00 - 10:45, Michael M. Ward
    1. When to Recommend a Trust Over a Will
    2. Types and Functions of Trusts
    3. Selecting Trustee(s)
    4. Choosing Trust Situs
    5. Trust Funding Basics
    6. Sample Forms
  3. BASIC TAX CONCERNS
    11:00 - 12:00, Michael M. Ward
  4. DOCUMENTING LONG-TERM CARE, INCAPACITY AND END-OF-LIFE DECISIONS
    1:00 - 2:15, Ashley L. Lies
    1. Basic Medicaid Planning
    2. Long-Term Care Options and Planning in a Nutshell
    3. Advance Medical Directives
    4. Powers of Attorney
    5. DNR Orders and Organ Donation Considerations
  5. ETHICS
    2:30 - 3:30, Ashley L. Lies
    1. Defining Who Your Client Is From the Start
    2. Handling Clients With Diminishing Mental Capacity
    3. Lawyers Acting as Fiduciaries
    4. Practicing Before the IRS
    5. Conflicts of Interest
  6. PLANNING FOR UNMARRIED AND REMARRIED COUPLES
    3:30 - 4:30, Ashley L. Lies
    1. Pre- and Post-Marital Agreements
    2. Planning for Children From Previous Marriage(s)
    3. Estate Planning for Same Sex Couples

ASHLEY L. LIES is the principal attorney in the New Rockford law firm of Ashley Lies Law, PC. Since 2013, Ms. Lies has focused her practice almost exclusively in areas of real estate and estate planning/probate law. She also serves as the Wells County assistant state's attorney. Ms. Lies is a frequent speaker on real estate law, real estate title law, legal risks in farming and ranching, estate planning law and probate law. She is a member of the State Bar Association of North Dakota and the American Bar Association, and a member of both bars section of Real Property, Trust and Estate Law, Real Property Division. Ms. Lies serves as the secretary/treasurer of the Southeast Judicial District Bar Association. She earned her B.S. degree at Northern Arizona University and her J.D. degree with distinction, and a certificate in Indian law at the University of North Dakota School of Law

MICHAEL M. WARD is a member of the Minot law firm of Martin Law LLP, formerly Eaton and Ward Firm for which he was the principal trial attorney. Since 1966, Mr. Ward has practiced in the areas of estate planning, tax law, probate law and elder law. He served 12 years as an attorney in the Estate Tax Division of the Internal Revenue Service. Mr. Ward is a member of the State Bar Association of North Dakota and the section on taxation. He earned his B.A. degree at the University of North Dakota and his LLB degree at the University of North Dakota School of Law.

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

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

ND CLE: 6.00 Credit Approval Exp
04/03/2020
Includes - Ethics: 1.00
North Dakota attorneys completing this program may claim up to 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of ethics credit, on the Report of Compliance. No more than 15.0 hours of self-study CLE credit may be earned during a reporting period.


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Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
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