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Live Webinar

90-minute live streaming program
  • September 25
  • 1:00 - 2:30 pm EST

Best Practices for Drafting Estate Plan Documents or Drafting Tips for Estate Plan Documents

September 25

Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries. Learn best practices and tips for this process.

Any individual who has any assets, regardless of the value, and who has family or loved ones must have certain estate planning documents in order to ensure that his/her assets are passed to the intended beneficiaries. Further, people also need to have documents in place to help manage their assets and health care in case they become incapacitated. There are many nuances involved with respect to drafting all these documents depending on a host of different variables. For example, if the beneficiaries are minors or disabled, specific language and planning is required. Accordingly, not only is it important to have these documents, it is also critical that they be drafted with appropriate language. This topic will highlight various issues that arise with respect to each estate planning document and will offer drafting tips that address these concerns.

Learning Objectives

  • You will be able to define will and trusts.
  • You will be able to review drafting technology.
  • You will be able to discuss the purposes, types and structures of wills.
  • You will be able to describe what advance directives are.

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Why Lorman?

Over 32 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

Wills vs. Trusts
  • Wills Pros
  • Will Cons
  • Things to Consider
Drafting Technology
  • Automated Drafting Programs
  • Contending With DIY Programs
Wills: Purposes, Types and Structures
  • Simple Last Will and Testament
  • Wills for the Purpose of Estate Tax Planning
    • Will With a Disclaimer Credit Shelter Trust
    • Will With a Mandatory Credit Shelter Trust
  • Wills for the Purpose of Planning for Disabled Beneficiaries
  • Wills for the Purpose of Planning for Minors
  • Wills for the Purpose of Planning for Financial Management of Other Beneficiaries
    • Spendthrift Trusts
    • Trust for a Home
    • Trust for a Business
    • Pet Trusts
    • Qualified Terminable Interest Property (QTIP) Trusts
    • Qualifying Domestic Trusts (QDOT)
    • Charitable Trusts
  • Capacity, Undue Influence and Other Issues
Advance Directives
  • Powers of Attorney
  • Health Care Proxy
  • Living Will
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More Program Information

Why Lorman?

Over 32 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

  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • 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, Inc. 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).
     
  • GA CLE 1.5
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
     
  • 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.
     
  • MS CLE 1.5
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.5 credit hours.
     
  • MT CLE 1.5
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
     
  • 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.
     
  • 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, Inc. 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.
     
  • 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.
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: basic knowledge of estate planning. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for attorneys, financial and estate planners, accountants, CPAs, business owners and managers, presidents, vice presidents, insurance professionals, bankers and trust officers.

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More Program Information

Why Lorman?

Over 32 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

Debby Rosenfeld

Debby Rosenfeld

Ronald Fatoullah & Associates

  • Attorney with Ronald Fatoullah & Associates since 2004 and recently celebrated her fifteenth year with the firm
  • Practices in the areas of elder law, estate planning and real estate
  • After practicing as a tax attorney for many years in both the legal and corporate arena, she decided to enter the field of elder law and has been engaged in the practice ever since
  • Upon graduating law school, she became a tax associate with Kaye, Scholer, Fierman, Hays & Handler and then served as a senior tax advisor with the Long Island Lighting Company
  • Lectures for the New York State Bar Association and the National Business Institute; she also lectures privately for YMCA, synagogues, churches, retired police in Long Island and the Department of Aging in New York
  • Regularly publishes newspaper articles on various elder law issues for attorneys and laypeople including in the Nassau Lawyer
  • In May of 2019, she was named to the 2019 Power Women in Business by The Long Island Press Newspaper; this honor celebrates change makers, rain makers, innovators and those who are using their voice to impact change in Long Island and throughout New York
  • Admitted to the New York State Bar and is a member of the New York State and Nassau County Bar Associations
  • J.D. degree, New York University School of Law, B.A. degree, Barnard College of Columbia University
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Why Lorman?

Over 32 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: 406222
Published 2019
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