Trusts, Estates & Probate

4.45

Taking Your Wills and Trusts From Boilerplate to Bespoke

Credits Available
Credit Status Total
Alaska CLE Approved 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
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
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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
George Hupp
Abosede Odunsi
Chris Hopkins
Liz Messianu
John Hemenway
Okyeame Haley
With George C. Hupp III from Burton, Fuller & Associates, P.C. + 5 others
Recorded April 14, 2025
Product ID 100193

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Overview

Complex Drafting and Planning Tactics for Experienced Practitioners

Take your drafting skills to the next level! In this incisive legal course, experienced faculty will share their tips for tailoring wills and trusts to the specific needs of clients, resolving disputes, and adapting to changing tax and tech climates. Stay on the cutting edge of the practice - register today!

  • Get a summary of the trends to watch, notable case law, new practice tools, and more.
  • Help your clients maximize their charitable giving potential.
  • Explore current top trust disputes and potential working resolutions.
  • Come away with specific will and trust language suggestions.

Abbreviated Agenda

  1. Critical Legal Updates and Changing Planning Priorities
  2. Tailoring Trust Structure and Language to Clients' Unique Needs
  3. Complex Will Provisions (With Sample Scenarios and Clauses)
  4. Advanced Charitable Tactics
  5. Advanced Tax Tactics
  6. Improving Asset Protection
  7. Wills and Trusts Disputes: Lessons From Recent Case Law
  8. Special Needs Trusts and Disability Planning
  9. Tech Tools for Your Practice and Planning for Digital Assets

Related Topics

Product ID 100193

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 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
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
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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. Critical Legal Updates and Changing Planning Priorities

  2. Tailoring Trust Structure and Language to Clients' Unique Needs

  3. Complex Will Provisions (With Sample Scenarios and Clauses)

  4. Advanced Charitable Tactics

  5. Advanced Tax Tactics

  6. Improving Asset Protection

  7. Wills and Trusts Disputes: Lessons From Recent Case Law

  8. Special Needs Trusts and Disability Planning

  9. Tech Tools for Your Practice and Planning for Digital Assets

    1. Collaboration Platforms
    2. AI-Assisted Drafting Tools
    3. Client Relationship Management (CRM) Systems
    4. Digital Asset Management in Estate Planning
    5. Cryptocurrency Valuation and Classification Updates

Who Should Attend

This advanced drafting guide is designed for attorneys. Accountants, trust officers, tax professionals, and paralegals will also benefit.

Speakers

George C Hupp III
George C.
Hupp, III
Burton, Fuller & Associates, P.C.
Abosede Odunsi
Abosede
Odunsi
von Briesen & Roper, s.c.
Chris Hopkins
Chris
Hopkins
Perkins Coie
Liz C Messianu
Liz C.
Messianu
Wicker Smith
John M Hemenway
John M.
Hemenway
Bivins & Hemenway, P.A.
Okyeame Haley
Okyeame
Haley
Haley Law Practice L.L.C.
Speaker bio
George C Hupp III

George C. Hupp, III

Burton, Fuller & Associates, P.C.
George Hupp

is of counsel at Burton, Fuller & Associates, P.C. He earned his bachelor's degree from Iowa State University and his J.D. degree from Drake University. Mr. Hupp is admitted to practice law in Illinois.

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Speaker bio
Abosede Odunsi

Abosede Odunsi

von Briesen & Roper, s.c.
Abosede Odunsi

is an attorney and shareholder in the Trusts and Estates Section at von Briesen & Roper, s.c. She focuses her practice on estate planning, tax planning, probate administration and guardianship matters. The bulk of Ms. Odunsi's practice involves estate planning for high-net-worth individuals, families and business owners. She designs and drafts revocable and irrevocable trusts, including grantor retained annuity trusts, health and education trusts, irrevocable life insurance trusts, spousal limited access trusts, dynasty trusts, qualified domestic asset trusts, sales to defective grantor trusts and charitable trusts. Ms. Odunsi earned her B.A. degree from the University of Illinois, her M.A. degree from Pennsylvania State University, her J.D. degree from the University of Wisconsin and her LL.M. degree in taxation from Northwestern Pritzker School of Law. She is a member of the American and Chicago bar associations, Chicago Estate Planning Council, Black Women Lawyers' Association and the Professional Advisory Committee of the Chicago Foundation for Women. Ms. Odunsi is admitted to practice law in Illinois and before the U.S. District Court, Northern District of Illinois.

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Speaker bio
Chris Hopkins

Chris Hopkins

Perkins Coie
Chris Hopkins

is an associate with the Chicago office of Perkins Coie. He advises individuals, families, business owners and financial institutions in navigating complex transfers of wealth, businesses and real property. Mr. Hopkins also assists in the development and execution of estate plans, including evaluating assets, assessing goals, and drafting wills, trusts and powers of attorney. He also provides advice on the application of Illinois law to various trust administration, modification, intestate succession and will constructions. Mr. Hopkins drafts pleadings and discovery requests, and has appeared in court on behalf of clients in the Probate Division and Chancery Division of Chicago area circuit courts pertaining to decedent, disabled and minors' estates. He also volunteers through Chicago Volunteer Legal Services by serving as guardian ad litem in minor and adult guardianship matters. Mr. Hopkins has also been listed as an Illinois Rising Star 2018-2023. He earned his J.D. degree from Wayne State University Law School.

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Speaker bio
Liz C Messianu

Liz C. Messianu

Wicker Smith
Liz Messianu

is a partner in the Miami office of Wicker Smith. She has over 20 years of experience practicing in the areas of probate-estate planning, guardianship administration and litigation, estate and trust administration, real estate transactions and wealth preservations for individuals. Ms. Messianu handles all aspects of estate and trust matters, including probate and trust administration; representing beneficiaries in our courts with a strong emphasis on litigation involving probate matters, estates, trusts, and contested guardianships. She earned her B.B.A. degree from Florida International University and her J.D. and LL.M. degrees from the University of Miami School of Law. Ms. Messianu is fluent in Spanish and is an active member of The Florida Bar, Real Property Probate and Trust Law Section of the Florida Bar, Dade County Bar Association, and the Miami-Dade Probate Bar Association.

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Speaker bio
John M Hemenway

John M. Hemenway

Bivins & Hemenway, P.A.
John Hemenway

is a founding partner of Bivins & Hemenway, P.A., where he serves as a trusted legal advisor to business owners, real estate investors, and families seeking to preserve and pass down their wealth and values. His practice focuses on estate planning, probate and related tax issues, closely held businesses, and real estate, combining experience in each of these areas to provide a comprehensive approach to transactions and planning. Mr. Hemenway is a cum laude graduate of the University of Florida College of Law, and is named to the Super Lawyers magazine Florida Rising Stars list. He is a member of the Board of Directors of the Tampa Bay Estate Planning Council, and a prior presenter at National Business Institute seminars on both probate and estate planning topics including IRA trusts and RMDs.

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Speaker bio
Okyeame Haley

Okyeame Haley

Haley Law Practice L.L.C.
Okyeame Haley

is an attorney with his own private practice, Haley Law Practice L.L.C. He practices in the areas of trust and estate planning, and business formation. Mr. Haley is a member of the Louisiana State Bar Association, ElderCounsel, and WealthCounsel. He earned his bachelor's degree in finance from Xavier University of Louisiana, his J.D. degree from Howard University School of Law and his LL.M. degree from Washington University School of Law. Mr. Haley was chief deputy clerk for the Louisiana Supreme Court, research attorney on the U.S. House of Representatives Banking and Finance Committee, and a law clerk for Orleans Parish Civil District Court Judge Angelique Reed. He is also a retired law clerk for Louisiana Supreme Court Chief Justice Bernette Joshua Johnson. Mr. Haley is licensed to practice law in Louisiana and recently completed the Goldman Sachs 10,000 Small Business Entrepreneurship program.

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