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Trusts, Estates & Probate

4.54

Wills and Trusts From Start to Finish

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 54 minutes
Sonya Murphy
Sharon Michaels
F. Patrick Accisano
Rex Crandell
Leslie Levin
With Sonya Murphy from U.S. Small Business Administration + 4 others
Recorded June 20, 2025
Product ID 100370

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$389

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Overview

How to Choose and Craft the Right Planning Tools

Estate planning is a delicate balancing act of finding the right solutions to the clients' unique circumstances and (often conflicting) priorities. This essential wills and trusts guide walks you through the decision-making process and offers practical knowledge for drafting essential estate planning documents. Register today!

  • Recognize when you should use a will and when a trust is a better option.
  • Get the sample documents you need to draft airtight wills.
  • Know when to use revocable vs. irrevocable trusts.
  • Draft personalized trust forms and plan out distributions.

Abbreviated Agenda

  1. What Questions to Ask Your Clients and Why
  2. Tax Considerations
  3. Living Trust Structures and Provisions (With Sample Trust Language)
  4. Executor/Trustee Duties and Responsibilities
  5. How the Nature and Value of the Assets Contributes to the Choice of Planning Tools
  6. Complexity of Distributions
  7. Flexibility: Which Tools are Easier to Update/Modify?
  8. Wills and Testamentary Trusts: Key Functions and Provisions (With Sample Documents)
  9. Legal Ethics Considerations

Related Topics

Product ID 100370

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. What Questions to Ask Your Clients and Why

    1. Current and Future Needs: Medical and Financial
    2. Planning Priorities, Values, Religion, Culture
    3. Travel, Citizenship
    4. Family Dynamics, Prior Marriages, Stepchildren
    5. Creditor Issues, Spending Habits
    6. Beneficiary Needs and Dynamics
    7. What Planning Tools are Already in Place

  2. Tax Considerations

  3. Living Trust Structures and Provisions (With Sample Trust Language)

    1. Revocable vs. Irrevocable Trusts
    2. Trust Situs and Choice of Law
    3. Key Provisions: Standardized vs. Custom Drafting
    4. Power of Appointment, Trust Protectors and Added Levels of Oversight
    5. Pour-Over Wills
    6. SNTs and Other Special Use Trusts
    7. Trust Funding

  4. Executor/Trustee Duties and Responsibilities

  5. How the Nature and Value of the Assets Contributes to the Choice of Planning Tools

  6. Complexity of Distributions

  7. Flexibility: Which Tools are Easier to Update/Modify?

  8. Wills and Testamentary Trusts: Key Functions and Provisions (With Sample Documents)

    1. When to Use a Simple Will
    2. Preliminary Clauses
    3. Bequests and Gifts
    4. Tangible Personal Property Provisions
    5. Real Property Provisions
    6. Fiduciary Powers and Appointments
    7. Will Execution

  9. Legal Ethics Considerations

    1. Attorney Fees and Client Trust Accounts
    2. Conflicts of Interest
    3. Representing Spouses
    4. Guarding Confidentiality
    5. Verifying Testamentary Capacity
    6. Preventing Fraudulent Transfers
    7. Common UPL Risks

Who Should Attend

This trusts and estates course is designed for attorneys. Accountants, trustees, executors, estate planners, and paralegals will benefit.

Speakers

Sonya Murphy
Sonya
Murphy
U.S. Small Business Administration
Sharon L Michaels
Sharon L.
Michaels
Sharon L. Michaels
F. Patrick Accisano
F. Patrick
Accisano
The Law Offices of Patrick Accisano LLC
Rex L Crandell
Rex L.
Crandell
Rex Crandell Firm
Leslie E Levin
Leslie E.
Levin
Hinman Howard & Kattell, LLP
Speaker bio
Sonya Murphy

Sonya Murphy

U.S. Small Business Administration
Sonya Murphy

has served as an attorney advisor at the U.S. Small Business Administration - Office of Disaster Assistance and as a contract advisor for the Internal Revenue Service. She presently maintains a solo transactional practice, which focuses on business law and estate planning. Ms. Murphy earned her bachelor's degree from Tennessee Tech University - College of Business and her J.D. degree from Charlotte School of Law, where she obtained a Leadership Excellence Certification. She is admitted to practice law in Tennessee.

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Speaker bio
Sharon L Michaels

Sharon L. Michaels

Sharon L. Michaels
Sharon Michaels

is the owner of her law firm located in Houston, Texas. She earned her Bachelor of Science degree in journalism, with honors, from Northwestern University; and her J.D. degree, magna cum laude, from the University of Houston. The First Court of Appeals in Houston selected Ms. Michaels as a briefing attorney with attendance at the court's oral arguments for cases upon appeal and drafted proposed court opinions for Justice James Warren. After service with the court, she began her own law firm emphasizing on the areas of trusts, estate planning, probate, and business transactional work.

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Speaker bio
F. Patrick Accisano

F. Patrick Accisano

The Law Offices of Patrick Accisano LLC
F. Patrick Accisano

is an attorney at The Law Offices of Patrick Accisano LLC where he focuses his practice on Estate Planning, Probate & Estate Administration, Estate Disputes and Litigation, Elder Planning, and Guardianships. Mr. Accisano received his B.A., cum laude from the University of Delaware and his J.D. from the University of Maryland School of Law. He is a member of the New Jersey State Bar Association, Monmouth County Bar Association, Monmouth County Bar Association Estate and Probate Committee, Monmouth County Bar Association Elder Law Committee, and Monmouth County Bar Association Chancery Practice Committee. Mr. Accisano is admitted to practice law before the Supreme Court of New Jersey, U.S. District Court District of New Jersey, and the U.S. Tax Court. He is a member of the National Academy of Elder Law Attorneys and is peer-rated as a Superlawyer in the area of Estate and Trust litigation.

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Speaker bio
Rex L Crandell

Rex L. Crandell

Rex Crandell Firm
Rex Crandell

is an attorney and CPA at Rex Crandell Firm, and as many years of experience in bookkeeping, accounting, financial statement preparation, audits, reviews, and consulting. He has prepared thousands of income tax returns, from simple to the most complex, including: individuals, businesses (small & large), partnerships, S and C corporations, limited liability companies, estates, trusts, non-profits, homeowner associations, and sales tax and payroll reports. Mr. Crandell prepares business financial statements that are compiled, audited or reviewed. He represents taxpayers before the IRS, Franchise Tax Board, Employment Development Department, and the State Board of Equalization. Mr. Crandell earned his B.A. degree from San Francisco State University; his J.D. degree from Northwestern California University, School of Law; his B.S. degree from Northwestern California University; and M.B.A. degree from Columbia Pacific University. He is admitted to practice law in California.

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Speaker bio
Leslie E Levin

Leslie E. Levin

Hinman Howard & Kattell, LLP
Leslie Levin

is a partner at Hinman, Howard & Kattell LLP and works out of the White Plains and New York City offices. She is a member of the wills, trusts and estates, elder law and guardianships and not-for-profit corporations and foundations practice groups. Ms. Levin practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, creation and termination of not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. As part of her practice, she works with litigators in developing strategy and offering expertise in the realm of trusts and estates litigation. Ms. Levin also serves as executor for client's estates and as a trustee for a number of trusts. She earned her B.A. degree, summa cum laude, high honors, from Brandeis University and her J.D. degree from the University of Pennsylvania Law School. Ms. Levin is admitted to practice in both New York and Connecticut.

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Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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