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WI101609 Drafting Your Client's Will: Fundamentals and Technicalities

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Description

CBA members must log in to the website to access our self-study CLE resources for free. Non-members should call (844)469-2221 to learn how to gain access to these free resources.

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.



Drafting Your Client’s Will: Fundamentals and Technicalities

Program Time
4.0 Hours

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



Faculty and Speakers
John R. Ivimey, Reid and Riege PC, Hartford 
Barbara A. Taylor, Reid and Riege PC, Hartford

 

Who Should Purchase
Attorneys, paralegals, and trust professionals interested in basic will drafting.