This two-day, comprehensive look at the key elements of will and trust drafting is an indispensable course for every new estate planner. Expert practitioners guide you through all the drafting essentials, from pre-drafting considerations to complex clauses to related property and tax issues. You learn practical guidelines and paramount drafting techniques - and have an opportunity to get all your drafting questions answered. Come away with the tools and skills you need to effectively prepare will and trust documents that you can use immediately in your practice.
Course Content
Day One: June 12
9:30 - 11:15 am: Will & Trust Drafting: Preliminary Matters and Incapacity Documents
11:30 - 1:15 pm: Will Provisions
2:15 - 4:30 pm: Drafting the Trust
9:30 - 11:15 am: Trust Provisions
11:30 - 1:15 pm: Special Trusts
2:15 - 4:25 pm: Overview of Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren
4:25 - 4:30 pm: Key Takeaways
