Available in:

OnDemand Course

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

Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries.

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.

92 minutes
Certificate of Completion
Purchase Options

More Program Information

Why Lorman?

Over 34 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
Purchase Options

More Program Information

Why Lorman?

Over 34 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, New Hampshire, 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 September 25, 2019.

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

  • 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.
     
  • 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.
     

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.

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

Purchase Options

More Program Information

Why Lorman?

Over 34 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
Purchase Options

More Program Information

Why Lorman?

Over 34 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!


  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 406222
Published 2019
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!