Trusts, Estates & Probate

4.52

Drafting Essential Estate Planning Documents

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
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 51 minutes
Chris Longwell
Michael Zapson
Austin Probst
Thomas Cleary
Ralph Collins
With Chris Longwell from Barron Peck Bennie & Schlemmer, L.P.A. + 4 others
Recorded June 10, 2025
Product ID 100369

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Overview

A Practical How-to Guide to Estate Planning Documents

This comprehensive legal instruction offers essential knowledge and resources to draft key documents used to plan for clients' trusts and estates. Establish heirs and plan distributions, choose and prepare fiduciaries, outline medical decisions, and more. With experienced attorney faculty sharing their top approaches and sample documents, you'll save time drafting and advise clients on the wisest course of action for every unique situation. Register today!

  • Get sample language for wills, trusts, beneficiary designations, and more.
  • Understand when specific provisions and documents are used for best results.
  • Learn to draft to prevent unintended consequences.
  • Help clients make the tough end-of-life and organ donation decisions and communicate them clearly and properly.
  • Guard your professional reputation with a specialized legal ethics guide.

Abbreviated Agenda

  1. Compiling the Client's Assets/Accounts Inventory
  2. Updating Beneficiary Designations
  3. Crafting Durable Powers of Attorney
  4. Wills: Drafting the Key Components
  5. Drafting Living Trusts: Essential Provisions
  6. Designing the Letter of Intent to Clarify - Not Complicate - Testator Intent
  7. Advance Directives: Planning for Medical Care, Incapacity, and End of Life Decisions
  8. Creating Guardianships
  9. Legal Ethics in Estate Planning Practice

Related Topics

Product ID 100369

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
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. Compiling the Client's Assets/Accounts Inventory

  2. Updating Beneficiary Designations

    1. IRA Accounts: Beneficiary Designations; What About the Stretch?
    2. Updating Life Insurance Documents
    3. Bank and Brokerage Accounts

  3. Crafting Durable Powers of Attorney

  4. Wills: Drafting the Key Components

    1. Beneficiary Provisions
    2. Planning for the Spousal Rights
    3. Outlining Executor Duties and Powers
    4. Titling Assets
    5. Tax Planning Considerations
    6. Will Execution Essentials

  5. Drafting Living Trusts: Essential Provisions

    1. Choosing the Right Trust Structure
    2. Drafting General Power of Appointment Provisions
    3. Structuring Distributions and Planning for Their Tax Consequences
    4. Crafting Trusts' Tax Saving Provisions
    5. Ensuring the Pour-Over Will Works as Intended
    6. Sample Living Trust Review

  6. Designing the Letter of Intent to Clarify - Not Complicate - Testator Intent

  7. Advance Directives: Planning for Medical Care, Incapacity, and End of Life Decisions

    1. Creating a Living Will: Key Components
    2. Outlining DNR and Organ Donation Wishes
    3. Planning for Medicaid and Long-Term Care

  8. Creating Guardianships

    1. Choosing and Advising a Guardian
    2. Determining Whether the Guardianship is Needed and When it Goes into Effect
    3. Review of a Sample Guardianship

  9. Legal Ethics in Estate Planning Practice

    1. Dealing with Clients' with Diminishing Mental Capacity
    2. Joint Representation Issues
    3. Attorney Fees and Limited Scope Representation
    4. Avoiding Conflicts of Interest
    5. Guarding Client Confidentiality
    6. Attorneys Serving as Fiduciaries: Additional Liability Considerations

Who Should Attend

This estate planning guide is designed for attorneys. It will also benefit accountants and CPAs, trust officers, wealth managers, tax professionals, and paralegals.

Speakers

Chris Longwell
Chris
Longwell
Barron Peck Bennie & Schlemmer, L.P.A.
Michael G Zapson
Michael G.
Zapson
Certilman Balin Adler & Hyman LLP
Austin W Probst
Austin W.
Probst
Kemp Klein Law Firm
Thomas J Cleary
Thomas J.
Cleary
Cohen Cleary
Ralph T Collins III
Ralph T.
Collins, III
Reese, Smalley, Wiseman & Schweitzer, LLP
Speaker bio
Chris Longwell

Chris Longwell

Barron Peck Bennie & Schlemmer, L.P.A.
Chris Longwell

is an attorney at Barron Peck Bennie & Schlemmer, L.P.A. He practices primarily in the areas of real estate, estate planning, and general business law. Mr. Longwell advises clients in connection with real estate purchases, sales, financing, and operation, as well as property tax appeals, receiverships, foreclosures, leasing, landlord-tenant issues and eviction matters. Mr. Longwell also assists clients in creating their business and developing and maintaining a business structure that matches their goals, sale or purchase of a business, funding strategies and reviewing and drafting contracts. Because he has spent many years as in-house counsel, his clients seek his advice as general counsel to make business and legal decisions which have long-term implications. Finally, Mr. Longwell helps his clients plan for their legacy by helping them assemble a comprehensive estate planning strategy, including simple or complex trusts, irrevocable trusts including Ohio Legacy trusts, special needs trusts, wills, and financial and healthcare powers of attorney. Mr. Longwell is admitted to practice in Ohio and Kentucky.

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Speaker bio
Michael G Zapson

Michael G. Zapson

Certilman Balin Adler & Hyman LLP
Michael Zapson

is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in trusts and estates and trust and estate litigation. Mr. Zapson also maintains a real estate zoning and land use practice. He represents executors, trustees, real property owners, national companies, REITs lenders and brokers. Mr. Zapson is a member of the Bar Association of the City of New York, the Nassau County Bar Association and the Long Beach Lawyers Association. He earned his B.A. from Cornell University and J.D. degree from the State University of New York at Buffalo.

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Speaker bio
Austin W Probst

Austin W. Probst

Kemp Klein Law Firm
Austin Probst

is an attorney and shareholder at Kemp Klein Law Firm. His practice is focused in the areas of probate, estate and trust administration; as well as probate, estate and trust litigation, elder law, estate planning, commercial litigation and appellate practice. Mr. Probst represents families, individuals, and fiduciaries in resolving a wide variety of probate, estate and trust disputes, as well as estate planning and Medicaid matters. He is skilled in all areas of probate, guardianship, conservatorship, estate and trust administration and litigation. Mr. Probst advises clients on important financial and emotional matters with a balance of knowledge, sensitivity, and precision. His practice has taken him before both trial and appellate courts. Mr. Probst is a graduate of Wayne State Law School and is a recipient of the Law Dean’s Scholar Award as well as the Bockoff and Mall scholarship in Estate Planning. During law school, he contributed to Wayne Law Review as the senior note and comment editor and interned for the Honorable Patrick J. Duggan of the U.S. District Court for the Eastern District of Michigan. Mr. Probst is a member of the State Bar of Michigan, Oakland County Bar Association, Elder Law and Disability Rights Section of the State Bar of Michigan, as well as the Probate and Estate Planning Section of the State Bar of Michigan.

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Speaker bio
Thomas J Cleary

Thomas J. Cleary

Cohen Cleary
Thomas Cleary

is a founding partner of Cohen Cleary, P.C. Before co-founding Cohen Cleary, P.C., he developed a robust legal practice serving individual and corporate clients throughout Massachusetts. Mr. Cleary also served as counsel to a health care management company where he represented skilled nursing facilities, hospitals and individual clients. He concentrates on the management of the firm as well as on civil matters with a strong emphasis in employment law, discrimination law, sexual harassment, probate and estate litigation, personal injury, health care law as well as other legal matters. Mr. Cleary is also certified as a guardian ad litem and a former certified member of the Mental Health Litigation Unit for the Massachusetts Committee for Public Counsel Services. He has frequently served as court appointed guardian, conservator, treatment plan monitor, master, and estate personal representative. Mr. Cleary also takes great pride in working with the Department of Developmental Services in serving as guardian for developmentally disabled individuals. He is a magna cum laude graduate of Hiram College, where he was a recipient of the Outstanding Undergraduate Research Award. Mr. Cleary is a magna cum laude graduate and valedictorian from the University of Massachusetts School of Law at Dartmouth. He is admitted to practice in Massachusetts.

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Speaker bio
Ralph T Collins III

Ralph T. Collins, III

Reese, Smalley, Wiseman & Schweitzer, LLP
Ralph Collins

is a partner with Reese, Smalley, Wiseman & Schweitzer, LLP in Redding where he focuses his practice in the areas of trust and estate planning and administration, trust litigation, and mediation. He has lectured previously on his areas of practice to professional groups. Mr. Collins is a member of the State Bar of California, Shasta-Trinity Bar Association and Shasta County Probate Law Committee. He earned his B.A. degree from Brigham Young University and his J.D. degree from the University of the Pacific, McGeorge School of Law.

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