In this program manuscript, experienced practitioners address the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable trusts.
While designed primarily for attorneys, paralegals, legal assistants, trusts officers and accountants who have limited experience in this area of practice, the program manuscript also serves as an excellent refresher for those with more experience.
Review estate planning objectives and basic estate planning documents (including powers of attorney), and discuss key issues related to drafting wills and drafting and funding revocable trusts. Also explore tax and non-tax considerations that influence drafting.
Specific Topics include:
- Basics of Estate Planning
- Will Drafting: Non-tax Issues
- Will Drafting: Tax Issues
- Revocable Trust Drafting
ASSOCIATED CLE PROGRAM
Manuscript originated from 2024 Basics of Will and Revocable Trust Drafting, February 14, 2024