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Live Webinar

90-minute live streaming program
  • January 21
  • 1:00 - 2:30 pm EST

Basics of Advance Medical Directives in Estate Planning

January 21

Understand important language and decisions that must be considered when preparing and drafting advance medical directives for clients.

There are many misconceptions about estate planning documents and specifically with advance medical directives. This topic will give the estate planner the necessary tools to interview the client and gather the information to draft the perfect Advance medical directive and the appropriate supporting documents. The presenters will establish the importance of having advance medical directives in place for all of your clients, especially in the world we are living in now. This material will dive into and explain how to draft an advance medical directive and the supporting documents in order to provide piece of mind for your clients.

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Why Lorman?

Over 33 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

Basics of Advance Directives
  • Types of Documents
  • Drafting
  • Consequences for Not Having Any Alternatives
Important to Consider
  • Competency
  • Execution
  • Marketing
Review of Sample Document and Provisions
  • Pregnancy
  • Anatomical Gifts
  • Living Will
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More Program Information

Why Lorman?

Over 33 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

Live Webinar Registration

  • AK CLE 1.5
     
  • Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.5
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MN CLE 1.5 (Pending)
     
  • This program has been submitted to the Minnesota Board of Continuing Legal Education. Approval pending.
     
  • MO CLE 1.8
     
  • This program has been approved by the Missouri Bar for 1.8 hours of CLE.
     
  • MS CLE 1.5 (Pending)
     
  • This program has been submitted to the Mississippi Commission on Continuing Legal Education. Approval pending.
     
  • ND CLE 1.5
     
  • This program has been reviewed by the North Dakota Commission for Continuing Legal Education and approved for 1.5 hours of CLE credit.
     
  • NH MCLE 1.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NM CLE 1.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • NY CLE 1.5 including Areas of Professional Practice 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Areas of Professional Practice for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.5
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.5 hours of credit.
     
  • UT CLE 1.5
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
     
  • VA CLE 1.5 (Pending)
     
  • This program has been submitted to the Virginia Mandatory Continuing Legal Education Board for 1.5 CLE credit hours.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of Law & Legal Procedure credit.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     

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

Who should attend?

This live webinar is designed for attorneys and estate planners.

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Why Lorman?

Over 33 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

Brian R. Jenney

Brian R. Jenney

Kemp Klein Law Firm

  • Shareholder at Kemp Klein Law Firm
  • Practice emphasizes all aspects of elder law, estate planning, probate/trust administration, special needs trusts, estate/income taxes and pooled trust accounts
  • Conducts regular seminars and workshops on elder law and estate planning
  • Author of several publications related to the areas of elder law, estate planning and special needs trusts
  • Member of the State Bar of Michigan, elder law & disability rights section, probate & estate planning section; Oakland County Bar Association; National Academy of Elder Law Attorneys; and member and co-founder of the Brother Rice Warrior Bar Association
  • LL.M. degree in tax law, Western Michigan University, Cooley Law School; J.D. degree, Wayne State University Law School; Summer Program, Tulane University Law School, Rhodes, Greece (Maritime Torts and Unification of Maritime Law); B.S. degree, Michigan State University
  • Can be contacted at 248-740-5688, [email protected], website: https://kkue.com/directory/brian-r-jenney/ or https://www.linkedin.com/in/brian-jenney-5464a26/
Kate L. Ringler

Kate L. Ringler

Kemp Klein Law Firm

  • Associate at Kemp Klein Law Firm
  • Practice emphasizes all aspects of probate law and administration and estate planning, special needs trusts, estate/income taxes
  • Conducts regular seminars and workshops on probate law and administration and estate planning
  • Author of several publications related to the areas of probate law and administration and estate planning
  • Licensed in Michigan and Illinois
  • LL.M. degree in taxation, Northwestern University; J.D. degree, University of South Carolina; B.A. degree, University of South Carolina
  • Can be contacted at 248-740-5683, [email protected] ,website: https://kkue.com/kate-l-ringler/ or https://www.linkedin.com/in/kate-lynn-ringler-9b030a2b/
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Why Lorman?

Over 33 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: 407294
Published 2021
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