Product includes audio files for the "Drafting Your Client's Will: Fundamentals and Technicalities" CLE, presented on June 1, 2012. Audio files, course materials, seminar evaluation form, and Verification Affidavit will be sent electronically once payment is processed.
For CLE credit, record the codes heard in the course audio on the Verification Affidavit and submit the document to the CBA in accordance with the instructions in the document.
Client’s Will: Fundamentals and Technicalities
Presented by: 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
9:10 The Basics
9:30 Anatomy of the Will
10:30 Amending and Revoking a Will; Lapse
of Gifts and Spousal Share
11:15 Death Taxes
12:15 Testamentary Trusts
1:00 Ethical Considerations
Attorneys, paralegals, and trust professionals interested in basic will
This seminar is appropriate for both
newly admitted and experienced attorneys.
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE.
CLE Credit: 4.0 Hours (includes 0.5 hour ethics