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OnDemand Course

Basics of Advance Medical Directives in Estate Planning

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.

94 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 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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Why Lorman?

Over 35 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 Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on January 21, 2021.

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

  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • 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.
     
  • NC CLE 1.5
     
  • This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 1.5 CLE hours.
     
  • 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.
     
  • VA CLE 1.5
     
  • This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.5 CLE credit hours.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.

This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.

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

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Why Lorman?

Over 35 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 35 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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