Trusts, Estates & Probate

4.56

Estate Planning for Clients With Minor Children

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
OnDemand
2 hours 54 minutes
Julia Pullin
Katharine Richards
Alexandre Pereira
Whitney Wilson
With Julia Pullin from The Rosenblatt Law Firm, PC + 3 others
Recorded August 01, 2025
Product ID 100676

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Overview

Plan Out the Legal and Financial Future of Your Youngest Clients

As attorneys, we're not just drafting documents - we're safeguarding futures. This course provides the tools to protect the most vulnerable ones. Dive into unique estate planning needs of families with minor children, going beyond simple will provisions. Get tips on addressing choice of guardian, incentive provisions, beneficiary designations, special needs planning, and more. Register today!

  • Weigh key factors in guardian selection and address backup guardians.
  • Discuss the trustee's role in special needs trusts.
  • Properly structure future distributions to minors.
  • Analyze client scenarios and build skills for counseling concerned parents.

Abbreviated Agenda

  1. Case Intake: Counseling Clients and Addressing Common Concerns
  2. Wills: The Cornerstone
  3. Trusts: Providing for the Children's Future
  4. Beneficiary Designations: Coordinating With Trust Planning
  5. Troubleshooting Common Client Scenarios
  6. Estate Administration With Minors

Related Topics

Product ID 100676

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Case Intake: Counseling Clients and Addressing Common Concerns

  2. Wills: The Cornerstone

    1. Choosing the Right Guardian: Factors to Consider
    2. Conservatorships: Managing Finances for Minor Children
    3. Drafting Considerations and Common Pitfalls

  3. Trusts: Providing for the Children's Future

    1. Special Needs Trusts: Protecting Children With Disabilities
    2. Choosing a Trustee and Funding the Trust
    3. Incentive Trust Provisions

  4. Beneficiary Designations: Coordinating With Trust Planning

  5. Troubleshooting Common Client Scenarios

  6. Estate Administration With Minors

Who Should Attend

This legal guide is designed for attorneys. Guardians, fiduciaries, and paralegals will also benefit.

Speakers

Julia Pullin
Julia
Pullin
The Rosenblatt Law Firm, PC
Katharine J Richards
Katharine J.
Richards
Law Offices of Katharine J. Richards, P.C.
Alexandre P Pereira
Alexandre P.
Pereira
Bacon Wilson, P.C.
Whitney M Wilson
Whitney M.
Wilson
Twilight Legal Consulting
Speaker bio
Julia Pullin

Julia Pullin

The Rosenblatt Law Firm, PC
Julia Pullin

is a senior associate attorney in the Weisinger Law Firm PLLC in San Antonio. She practices in the areas of estate planning, probate, and elder Law. Ms. Pullin earned her B.A. degree from St. Mary's University and her J.D. degree from Baylor University School of Law.

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Speaker bio
Katharine J Richards

Katharine J. Richards

Law Offices of Katharine J. Richards, P.C.
Katharine Richards

Esq., is the managing partner at The Law Offices of Katharine J. Richards, P.C., located in Garden City, New York, where she devotes her practice to elder law, estate planning, asset protection planning, estate administration, guardianship and Medicaid. She earned her J.D. degree from Maurice A. Deane School of Law at Hofstra University. Ms. Richards is a member of the National Academy of Elder Law Attorneys and New York State Bar Association's Trusts and Estates Law Section and Elder Law Section. Additionally, she is a member of the Nassau County Bar Association's Elder Law, Social Services & Health Advocacy and Surrogate's Court Committees, and the Suffolk County Bar Association's Elder Law and Surrogate's Court Committees, and served as a co-chair of the Nassau County Bar Association's Surrogate's Court Committee for 2010-2012. Ms. Richards has been published in the Nassau County Bar Association's Nassau Lawyer, and has presented numerous educational lectures and seminars to many community and professional groups regarding charitable gifting, ethical issues in elder law, estate planning, asset protection planning, guardianship, Medicaid and Medicare, real estate and estate administration.

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Speaker bio
Alexandre P Pereira

Alexandre P. Pereira

Bacon Wilson, P.C.
Alexandre Pereira

is a dedicated estate planning attorney with a passion for empowering his clients through tailored legal strategies that provide clarity and confidence for their futures. Specializing in elder law, estate planning, long-term care planning, probate, and special needs estate planning, Mr. Pereira focuses on crafting personalized estate plans that are reflective of each client's unique circumstances and goals. He prides himself on being a trusted resource, ensuring that his clients fully understand the significance of every document and decision involved in their planning process. Mr. Pereira earned his Bachelor of Science degree, magna cum laude, from Western New England University in 2021; and his J.D. degree from Western New England University School of Law in 2024, where he concentrated in transactional law.

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Speaker bio
Whitney M Wilson

Whitney M. Wilson

Twilight Legal Consulting
Whitney Wilson

, a Virginia accredited attorney, started Twilight Legal Consulting ("TLC") in 2017 to help other attorneys find success in the estate planning and elder law fields. She co-owned an estate planning and elder law firm of her own for 15 years. Ms. Wilson's passion is ensuring clients preserve their quality of life while preserving a financial legacy for the next generation. While in private practice, she also taught and wrote on estate, trust, probate, special needs, and elder law topics. Ms. Wilson eventually realized three things, first that she enjoyed teaching and writing quite a bit; second, that there is a tremendous need for more attorneys in these areas; and third, that she can impact more lives by helping like-minded attorneys join the field. This realization compelled her to found TLC and shift her career away from a traditional private practice. Ms. Wilson is a 2018 AILC "10 Best Elder Law Attorney," a 2016 "Best of Louisville" attorney, a Kentucky Bar Association "Distinguished Lawyer" nominee, and the 2014-2015 chairperson of the Elder Law Section of the Kentucky Bar Association. She is a published author, contributing to Kentucky Elder Law, a book published by Thompson Reuters as part of its Kentucky Practice Series. Kentucky Elder Law is the textbook for the elder law curriculum at the Louis D. Brandeis College of Law at the University of Louisville. Ms. Wilson also contributed to the Elder Law in Kentucky Handbook, published by the University of Kentucky Office of Continuing Legal Education. And her article, "Paying for Long-Term Care Without Medicaid", co-authored with her former law partner, Eileen Walsh, has been published several times, including by the American Bar Association. She is a recurring faculty member, presenter, and guest lecturer at legal seminars, webinars, and universities across the nation.

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