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This product includes audio files and electronic materials for the “Drafting Your Client's Will: Fundamentals and Technicalities" CLE, presented on October 16, 2009.
To track self-study credits for this program, CBA members must log in to access their Professional Development Journal in their profile.
Client’s Will: Fundamentals and Technicalities
Presented by the Estates and Probate Section
About the Program:
Learn the technical essentials to competently advise your clients, accomplish
their wishes, and minimize adverse effects on the estate and the heirs. This
course is designed to be taken with Trust Drafting: scheduled
for October 23, 2009. Topics include:
- Anatomy of a will
- How to choose appropriate dispositive provisions
- Tax consequences of testamentary devises
- Essential administrative clauses
- Basic will forms
- Not-so-basic will forms
- Ethical concerns
- Translating clients’ wishes into IRS language
John R. Ivimey, Reid and Riege PC, Hartford
Barbara A. Taylor, Reid and Riege PC, Hartford
Attorneys, paralegals, and trust professionals interested in basic will