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Audio & Reference Manual

Drafting and Administration of Wills for the Estate Planner

Get a thorough understanding of drafting and administering wills to ensure no mistakes or future will contests. Many attorneys who are requested to prepare estate planning documents have to decide what kind of wills to draft and how to draft them without making mistakes. Executing these wills along with other related documents such as trusts or living wills or Powers of Attorneys is important. Some of the important matters which should be considered when preparing a will are how to disinherit a family member, having the will signed without elder abuse and reviewing the testator's capacity. This topic includes the persons responsible (attorneys) to understand the process for preparing wills from the initial conference with the client to the final execution of the documents. This involves the number and types of witnesses, the jurisdiction, and suggestions in how to make the whole signing safer and more efficient. Foreign testators shall be discussed and even the types of instruments to be used in signing and finally where to keep the document. Failing to properly sign a will can lead to mistakes and will contests.


Runtime: 92 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Recommendations for Will Signing

Types of Wills

Sufficient Will Persons

Property

Execution of Will

Wills, Trusts and Powers

Attachments

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on November 2, 2017.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • AK CLE 1.5
     
  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MO CLE 1.8
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NM CLE 1.5
     
  • NV CLE 1.5
     
  • NY CLE 1.5
     
  • UT CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Michael H. Erde

Michael H. Erde

Michael H. Erde, P.C.

  • Certified Elder Law Attorney (CELA), National Elder Law Foundation
  • Council of Advanced Practitioners (CAP), elected by the National Academy of Elder Law Attorneys (NAELA)
  • Illinois Super Lawyer for elder law, peer recognition, as featured in Chicago magazine
  • Chicago’s Top Rated Lawyers for elder law, as featured in the Chicago Tribune and publications, by Martindale-Hubbell Lawyer Ratings
  • Board of Directors, Greater North Shore Estate Planning Council
  • Founder and former chairman, Chicago Bar Association Asset Protection Committee
  • Frequent speaker on numerous elder law topics
  • Former member, Illinois Department on Aging Elder Abuse and Neglect Program Multidisciplinary Team, Illinois Alliance for Aging and Ravinia Festival Community Relations Commission, Board of Directors of the Irene Josselyn Center for Mental Health, Advisory Board, and Northwest Community Mental Health Center
  • Former trust officer of the Exchange National Bank, and public accounting firm tax department member
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401491
Published 2017
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