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Will and Trust Drafting Essentials (EEP161027)

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Price: $279.00
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Product includes audio files for the "Will and Trust Drafting Essentials" CLE, presented on October 27, 2016. 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.


Presented by the Estates and Probate Section

Seminar Code: EEP161027

CLE Credit: 7.5 Hours

About the Program
Learn the technical essentials needed to competently advise your clients on Wills and Trusts, and to draft documents to accomplish their wishes. Learn what living trusts can and cannot do, and the advantages and pitfalls of using trusts to provide for spouses and children, and to protect against creditors. Course materials will include sample language.

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

This seminar is appropriate for both newly admitted and experienced attorneys.

You Will Learn

  • How to assess your clients' needs
  • Which tools will work best for various client needs
  • Technical document drafting best practices and sample language
  • About living trusts

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

****The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.