Trusts, Estates & Probate

4.52

Wills and Other Basic Estate Plan Components

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 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 Approved 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 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 Upon Request 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
Virginia 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
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
2 hours 59 minutes
Matthew Fryar
Saverio Cereste
With Matthew L. Fryar from Crouch, Harwell, Fryar & Ferner, PLLC + 1 other
Recorded December 04, 2025.
Product ID 101314

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$299

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Overview

Your Starter Kit for Wills and Beyond

Accelerate your estate planning expertise! This CLE is perfect for new attorneys eager to quickly grasp core concepts and experienced practitioners seeking a streamlined refresher. We'll provide a high-impact, practical overview of wills and essential estate planning components, giving you immediate skills to competently serve your clients and navigate common challenges. Fast-track your proficiency - register today!

  • Draft ironclad wills and understand their strategic alternatives in choice of primary legacy document.
  • Recommend the right trust for each client: demystify their core mechanics and diverse applications.
  • Map out the transfer of assets and minimize probate complexities for smaller estates.
  • Provide protection for your clients' well-being and digital footprint both during life and after.

Abbreviated Agenda

  1. Anatomy of a Robust Will
  2. Basic Trust Concepts
  3. Non-Probate Transfers and Strategic Asset Titling
  4. Ancillary Documents and the Modern Estate Plan

Related Topics

Product ID 101314

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 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 Approved 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 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 Upon Request 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
Virginia 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
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Anatomy of a Robust Will

    1. Elements of a Valid Will
    2. Key Provisions: Preamble, PR Appointment, Bequests, Minors' Guardianship, etc.
    3. Will Substitutes and Their Pros and Cons
    4. When Things Go Wrong: Common Challenges to a Will

  2. Basic Trust Concepts

    1. Parties to a Trust
    2. Types of Trusts and Their Key Components
    3. Trust Pitfalls to Avoid

  3. Non-Probate Transfers and Strategic Asset Titling

    1. Beneficiary Designations
    2. Joint Ownership: The Double-Edged Sword
    3. Inter Vivos Gifts and Transfers: Generosity With a Plan

  4. Ancillary Documents and the Modern Estate Plan

    1. Durable Powers of Attorney: Financial and Health Care
    2. Advance Directives/Living Wills: Making Your Wishes Known
    3. HIPAA Authorizations
    4. Digital Asset Planning

Who Should Attend

This legal course is designed for attorneys. Fiduciaries, wealth planners, and paralegals will also benefit.

Speakers

Matthew L Fryar
Matthew L.
Fryar
Crouch, Harwell, Fryar & Ferner, PLLC
Saverio V Cereste Jr.
Saverio V.
Cereste, Jr.
Meister Seelig & Fein
Speaker bio
Matthew L Fryar

Matthew L. Fryar

Crouch, Harwell, Fryar & Ferner, PLLC
Matthew Fryar

is a partner at Crouch, Harwell, Fryar & Ferner, PLLC. His primary areas of practice are estate planning, probate, corporations and LLCs, commercial and real estate transactions, and landlord/tenant law. Mr. Fryar earned his B.S. degree from the University of Arkansas and his J.D. degree from the University of Arkansas School of Law. He is a member of the Arkansas Bar Association. Mr. Fryar is admitted to practice law in Arkansas.

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Speaker bio
Saverio V Cereste Jr.

Saverio V. Cereste, Jr.

Meister Seelig & Fein
Saverio Cereste

is a partner at Meister Seelig & Fein, in their Taxation & Estates Group. He focuses on sophisticated estate planning as well as estate and trust administration. Mr. Cereste advises clients on implementing and structuring estate planning strategies which maximize tax planning opportunities (estate tax, gift tax, GST tax and income tax) while meeting the goals and needs of the client, with a focus on preserving wealth for subsequent generations of families. His experience extends to fiduciaries and beneficiaries in estate and trust administration matters, including the probate process, accountings and beneficiary/fiduciary disputes. Mr. Cereste also provides advice with respect to tax reporting matters including the preparation of gift tax returns, estate tax returns, GST tax returns and fiduciary income tax returns. He earned his B.A. degree from Rutgers College, his J.D. degree, cum laude, from New York Law School and his LL.M. in Taxation degree from New York Law School. Mr. Cereste is admitted to practice law in New York, New Jersey, District of Columbia, and before the U.S. Tax Court and U.S. District Court for the District of New Jersey.

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