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Trusts, Estates & Probate

4.31

Wills and Trusts: The Ultimate Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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 6 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 54 minutes
Sonya Murphy
DeEtte Loeffler
George Goodridge
Michael Norvell
Zachary Derr
Jay Newbery
Jennifer Antonini
With Sonya Murphy from U.S. Small Business Administration + 6 others
Recorded September 29, 2025
Product ID 100804

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Course Includes
$389

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Course Book Download

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Overview

Create Practical Estate Planning Solutions for Your Clients

Choosing the right estate planning tools for a client is critical to ensure the plan works years after it's crafted. This straightforward guide weighs the pros and cons of wills and various trusts and offers drafting advice from skilled attorneys to help you avoid mistakes. Learn how to get a clear picture of the client's needs and priorities, outline trustee powers and duties, map out distributions, and more! This course bridges theoretical concepts with immediately applicable drafting skills to help you hit the ground running. Register today!

  • Take the guesswork out of choosing the right planning approach to each client's unique needs and goals.
  • Build skills for constructing legally sound documents that clearly reflect client intentions.
  • Compare revocable and irrevocable trusts' key advantages and appropriate applications.
  • Craft distribution plans that align with client wishes and financial goals.

Abbreviated Agenda

  1. Critical Questions to Ask Your Clients
  2. How the Nature and Changing Value of the Assets Affects the Choice of Planning Tools
  3. Tax Considerations in Crafting Estate Plans
  4. Wills and Testamentary Trusts (With Sample Documents)
  5. Outlining Executor and Trustee Powers and Responsibilities
  6. Living Trust Structures and Provisions (With Sample Trust Language)
  7. Planning and Tailoring Distributions
  8. Flexibility: Which Tools Are Easier to Update/Modify?

Related Topics

Product ID 100804

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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 6 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Critical Questions to Ask Your Clients

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

  2. How the Nature and Changing Value of the Assets Affects the Choice of Planning Tools

  3. Tax Considerations in Crafting Estate Plans

  4. Wills and Testamentary Trusts (With Sample Documents)

    1. Preliminary Clauses
    2. Bequests and Gifts
    3. Tangible Personal Property Provisions
    4. Real Property Provisions
    5. Fiduciary Powers and Appointments
    6. Will Execution

  5. Outlining Executor and Trustee Powers and Responsibilities

  6. 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, Directed Trusts, and Added Levels of Oversight
    5. Pour-Over Provisions
    6. SNTs and Other Special Use Trusts
    7. Trust Funding

  7. Planning and Tailoring Distributions

  8. Flexibility: Which Tools Are Easier to Update/Modify?

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
DeEtte L Loeffler
DeEtte L.
Loeffler
Thoughtful Legal Planning
George L Goodridge
George L.
Goodridge
Goodridge
Michael C Norvell
Michael C.
Norvell
Medicaid Planning & Resource Center, Law Firm, PLLC
Zachary W Derr
Zachary W.
Derr
Foxhall Legal, LC
Jay Newbery
Jay
Newbery
Stevens & Brand L.L.P.
Jennifer Antonini
Jennifer
Antonini
Law Offices of Jennifer Antonini, Ltd.
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
DeEtte L Loeffler

DeEtte L. Loeffler

Thoughtful Legal Planning
DeEtte Loeffler

is the founder of Thoughtful Legal Planning, which opened in May of 2022. She was previously a partner at Miller, Monson, Peshel, Polacek & Hoshaw in San Diego, and prior to that practiced in the large law firms of Procopio, and Gray Cary. DeEtte received her BA in English from the University of Washington, her law degree from Pepperdine University School of Law, cum laude, and her LL.M in Taxation from the University of San Diego School of Law, summa cum laude. She was admitted to practice in California in 1989. Ms. Loeffler's practice includes tax and estate planning, trust administration, charitable planning, and business. She provides tax planning to minimize a variety of taxes for her clients, including real property, income, gift, estate and generation-skipping taxes. She also works with small business owners, forming and maintaining real estate and other entities, and advising them on tax issues. Ms. Loeffler is the former Chair of the Tax section of the San Diego County Bar Association and currently runs an estate planning group called Essential Planning for Aging. She is a current member of the following professional organizations: Tax, and Trusts and Estates Sections of the California Lawyers Association; Tax, Trusts & Estates, and Elder Law Sections of the San Diego County Bar Association; North County Estate Planning Council; Estate Planning Council of San Diego, Essential Planning for Aging, group leader; Small Business Council of America, Rady Children's Hospital Trusts and Estates Council, and ProVisors.

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Speaker bio
George L Goodridge

George L. Goodridge

Goodridge
George Goodridge

practices law in Massachusetts and Vermont, where for over two decades he has worked with clients in the areas of estate planning, trust and estate administration, and business law. He has represented clients in a variety of matters in state and federal courts involving will contests, actions to terminate and modify trusts, fiduciary litigation, guardianships and conservatorships. Mr. Goodridge works closely with estate planning clients to implement a comprehensive plan that meets the family's goals and advises fiduciaries about probate, estate taxes, trust funding and administration. He serves as counsel to nonprofit organizations and has a particular interest in working with land trusts and private landowners on land protection projects. Mr. Goodridge earned his B.S. degree, summa cum laude, from the University of Massachusetts, Amherst, his J.D. degree from the University of Connecticut School of Law and his candidate for LL.M. in taxation from Boston University School of Law. He is admitted to practice in Massachusetts, Vermont, U.S. Court for the District of Massachusetts, U.S. Court of Appeals for the First Circuit and the U.S. Patent and Trademark Office.

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Speaker bio
Michael C Norvell

Michael C. Norvell

Medicaid Planning & Resource Center, Law Firm, PLLC
Michael Norvell

graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to The Florida Bar in November of 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Army Engineer Field Unit of the Ethiopia - U.S. Mapping Mission. This mission was the last ground mapping of an entire country ever undertaken. Mr. Norvell's practice has transitioned to late life issues, such a guardianship, Medicaid planning, trust and probate administration, and litigation. He has been working in the area for over 40 years and has two practices in the Leesburg area, with one office dedicated to the sole practice of Medicaid planning. Mr. Norvell is a member of the University of Florida President's Council.

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Speaker bio
Zachary W Derr

Zachary W. Derr

Foxhall Legal, LC
Zachary Derr

is the founder and managing member of Foxhall Legal, LC. As an elder law attorney, he is accredited by the Department of Veterans Affairs and a certified Medicaid planner. During law school, Mr. Derr worked for the U.S. Securities and Exchange Commission and the U.S. Department of Justice. He served on the Alternative Dispute Resolution Skills Board and was vice president of the J. Reuben Clark Law Society. Mr. Derr is licensed to practice in Utah and before the U.S. District Court of Utah. He is a member of the Utah State Bar. Mr. Derr earned his B.A. degree from Brigham Young University and his J.D. degree from George Washington University in Washington, D.C.

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Speaker bio
Jay Newbery

Jay Newbery

Stevens & Brand L.L.P.
Jay Newbery

is of counsel with the Topeka law firm of Stevens & Brand L.L.P., practicing in the areas of non-profit, business, probate, trust law, tax and estate planning. He earned a B.A. degree in economics from the University of Missouri Kansas City and his J.D. degree from Washburn University School of Law with a Tax Law Certificate. Prior to achieving his J.D. degree, Mr. Newbery worked in the field of commercial lending in the Kansas City metropolitan area working with local businesses in a number of industries and of all sizes.

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Speaker bio
Jennifer Antonini

Jennifer Antonini

Law Offices of Jennifer Antonini, Ltd.
Jennifer Antonini

is an attorney with the Law Offices of Jennifer Antonini, Ltd. in Toledo. She focuses her practice on estate planning, trust administration, wills and probate. Ms. Antonini's main goal with any estate plan is to avoid the expense of probate court. She also works with families who are facing a nursing home stay for a spouse or parent and assists with navigating the world of Medicaid. Ms. Antonini has also helped clients start their business and advises them on the necessary documentation for a successful startup. She earned her undergraduate degree from The Ohio State University and her J.D. degree from the University of Toledo Law School. Ms. Antonini is a member of the Ohio State Bar Association and Toledo Bar Association, currently serving on the Toledo Bar Association's nominating committee.

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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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