Estate planning is a delicate balancing act of finding the right solutions to the clients' unique circumstances and (often conflicting) priorities. This essential wills and trusts guide walks you through the decision-making process and offers practical knowledge for drafting essential estate planning documents. Register today!
Recognize when you should use a will and when a trust is a better option.
Get the sample documents you need to draft airtight wills.
Know when to use revocable vs. irrevocable trusts.
Draft personalized trust forms and plan out distributions.
What Questions to Ask Your Clients and Why
How the Nature and Value of the Assets Contributes to the Choice of Planning Tools
Wills and Testamentary Trusts: Key Functions and Provisions (with Sample Documents)
Executor/Trustee Duties and Responsibilities
Complexity of Distributions
Flexibility: Which Tools are Easier to Update/Modify?
Continuing Legal Education CA CLE
- 6.00Approval Exp. 4/20/2024
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of participatory credit, of which 1.0 hour will apply to legal ethics participatory credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Christopher J Bondani is a partner with the Law Offices of Hill & Bondani, PLLC, and practices in Jacksonville and Ponte Vedra Beach, Florida. He offers legal advice and assistance in connection with a wide variety of complex legal matters that include estate planning, trusts, probate, asset protection, business law, limited liability company law, partnerships, corporations, not for profits, tax law, elder law, and deferred compensation/ERISA. Mr. Bondani is a member of The Florida Bar and is admitted to practice before the U.S. Tax Court. He earned his B.S. degree from the University of Tennessee at Chattanooga; his J.D. degree, magna cum laude, from Florida Coastal School of Law; and his LL.M. degree, in tax law, from the University of Florida, Levin College of Law.
Douglas A Fendrickmaintains his law office of Fendrick Morgan, in Voorhees, New Jersey. His practice concentrates in the areas of estate planning, elder law and estate administration. Mr. Fendrick is admitted to practice in New Jersey and Pennsylvania; and before the U.S. Tax Court. He is a certified elder law attorney through the National Elder Law Foundation, an accredited estate planning specialist through the American Bar Association, and a certified public accountant. Mr. Fendrick is accredited by the Veterans Administration to counsel clients regarding veterans benefits. He was a former trial attorney with the Office of Chief Counsel, Internal Revenue Service in Philadelphia, Pennsylvania. Mr. Fendrick is a member of the Camden County and Burlington County bar associations, as well as the South Jersey Estate Planning Counsel. He earned his B.S. degree, cum laude, from Rider University; his J.D. degree from Rutgers University School of Law; and his LL.M degree from Temple University.
Leslie E. Levin is special counsel to the firm Cuddy & Feder LLP, in White Plains, New York, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. Ms. Levin earned her B.A. degree, summa cum laude, high honors, from Brandeis University, and her J.D. degree from the University of Pennsylvania Law School. She is admitted to practice in both New York and Connecticut.
Chris Rippy is an attorney with Rippy Law Firm. After practicing in the area of civil litigation defense, he assisted in the opening of an estate planning and elder law firm in Maumelle, before moving his practice to Conway in 2014. Mr. Rippy's practice focuses primarily in elder law and estate planning, and enjoys helping his clients plan for their future. He graduated from the University of Arkansas in Fayetteville, and then attended the Bowen School of Law in Little Rock. During his time in law school, Mr. Rippy clerked for the firm Wilcox, Parker, Hurst, Lancaster, & Lacy, PLC and for the Honorable Rhonda Wood, Arkansas Supreme Court Justice. He also serves part-time as a prosecuting attorney.
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