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Trusts, Estates & Probate

4.43

Essential Estate Planning 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 Upon Request 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 49 minutes
Brady Brown
John Sweeney
Jonathan Pollack
Barbara Schlichtman
Michael Lampert
Jaime Herrera
With Brady Brown from Rose Law Firm + 5 others
Recorded December 08, 2025.
Product ID 101341

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Course Includes
$429

OnDemand Video

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Course Book Download

Overview

Planning Made Practical

Estate planning leaves no room for guesswork - missing key details can lead to probate battles, tax surprises, or unprotected beneficiaries. This program offers step-by-step strategies to help you confidently draft wills, trusts, powers of attorney, and special needs provisions that hold up in real life. Tackle common pain points like Medicaid eligibility, planning for minors, long-term care, and managing LLC assets. Arm yourself with practical solutions and sample provisions that can elevate your practice and protect your clients' futures - register today!

  • Gain sample language for provisions like survivorship periods and simultaneous death.
  • Select the appropriate trust structure for the situation and your client's goals.
  • Safeguard minor beneficiaries by helping clients choose the right future guardians.
  • Draft special needs trusts that preserve government benefit eligibility and address unique beneficiary needs.
  • Integrate LLC ownership into comprehensive estate plans with practical succession tactics.
  • Walk through the probate process and discover ways to streamline or avoid it.
  • Discuss federal tax considerations regarding income, capital gains, gifts, and more.

Abbreviated Agenda

  1. Drafting Wills 101 (With Sample Provisions)
  2. Trusts: Revocable and Irrevocable
  3. Planning for Minor Beneficiaries: Child Protection Strategies
  4. Guardianship, Powers of Attorney, and Decision Making
  5. Special Needs Trusts, Medicaid Planning, and Long-Term Care
  6. Estate Planning for LLC Members
  7. Probate Process Walkthrough: From Filing to Distribution
  8. Tax Tips and Tricks

Related Topics

Product ID 101341

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 Upon Request 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. Drafting Wills 101 (With Sample Provisions)

    1. Client Intake and Creating the Plan
    2. Preliminary Clauses (With Sample Language)
    3. Common Provisions: Simultaneous Death, Survivorship Periods, Specific Bequests (With Sample Language)
    4. Strategies for Minimizing Will Contests
    5. Validity Requirements

  2. Trusts: Revocable and Irrevocable

    1. Revocable vs. Irrevocable Trusts: Distinctions and Benefits
    2. Determining Which Trust to Use
    3. Trusts Funding and Asset Transfer Mechanics
    4. Trust Administration
    5. Drafting Mistakes and Pitfalls to Avoid

  3. Planning for Minor Beneficiaries: Child Protection Strategies

  4. Guardianship, Powers of Attorney, and Decision Making

    1. Selecting Trustworthy Agents
    2. Adult Guardianship: What You Need to Know
    3. Durable vs. Springing POAs
    4. Medical POAs and Advance Directives
    5. Preventing Agent Abuse and Protecting Client Interest

  5. Special Needs Trusts, Medicaid Planning, and Long-Term Care

    1. Special Needs Trusts: Types and Purposes
    2. Essential SNT Provisions and Drafting Tips
    3. Medicaid Eligibility and Asset Protection Strategies
    4. Planning for Long-Term Care: Care Options and Financing Tactics

  6. Estate Planning for LLC Members

  7. Probate Process Walkthrough: From Filing to Distribution

    1. Probate vs. Non-Probate Assets
    2. Probate Process and Procedures
    3. Creditor Claims and Timelines
    4. Strategies for Simplifying or Avoiding Probate
    5. Common Pitfalls and Delays

  8. Tax Tips and Tricks

    1. Federal Tax Fundamentals, Exemptions, and Exclusions
    2. IRS Forms, Guidance, and Reporting Basics
    3. Tax Tactics for Small vs. Large Estates
    4. Taxation and Tax Consequences of Trusts
    5. Asset Valuation 101

Who Should Attend

This practical overview of estate planning is designed for attorneys. Accountants, tax professionals, trust officers, estate planners, and paralegals will also benefit.

Speakers

Brady Brown
Brady
Brown
Rose Law Firm
John Sweeney
John
Sweeney
Offit Kurman, P.A.
Jonathan M Pollack
Jonathan M.
Pollack
Offit Kurman, Attorneys At Law
Barbara S Schlichtman
Barbara S.
Schlichtman
Perkins Thompson PA
Michael A Lampert
Michael A.
Lampert
Michael A. Lampert P.A.
Jaime B Herrera
Jaime B.
Herrera
Connell Foley LLP
Speaker bio
Brady Brown

Brady Brown

Rose Law Firm
Brady Brown

is an attorney with the Rose Law Firm as a part of the firm's business section. He focuses his practice on individual, corporate, and state and local taxation; estate planning and probate; and trust administration. Mr. Brown earned his B.A. degree, magna cum laude, from the University of Arkansas. He earned his J.D. degree, magna cum laude, from the University of Arkansas School of Law (Arkansas Law Review 2020-2021 notes and comment editor; law school Dean's list 2018-2021; Honor Council member 2019-2021; Sports Law and Entertainment Society vice president 2020-2021). In addition, Mr. Brown earned his LL.M. degree in taxation, cum laude, from the University of Florida Levin College of Law. He is admitted to practice in Arkansas.

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Speaker bio
John Sweeney

John Sweeney

Offit Kurman, P.A.
John Sweeney

is of counsel in Offit Kurman, P.A.'s Estates and Trusts Practice Group. His practice focuses on estate planning, estate administration, asset protection, special needs planning and estate and trusts litigation for individuals, families, businesses, special needs families, incapacitated individuals, fiduciaries and administrators. Mr. Sweeney's work includes gifting strategies, advanced trusts, business representation, civil litigation, corporate law and business formation and elder law issues. He is licensed to practice in Pennsylvania, New Jersey, the United States District Court for the District of New Jersey and the United States District Court for the Eastern District of Pennsylvania. Mr. Sweeney received his J.D. from Widener University School of Law. He is a member of the Pennsylvania Bar Association, Philadelphia Bar Association, American Academy of Estate Planning Attorneys, Brehon Law Society, and Philadelphia Estate Planning Council.

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Speaker bio
Jonathan M Pollack

Jonathan M. Pollack

Offit Kurman, Attorneys At Law
Jonathan Pollack

is a counsel attorney in Offit Kurman, P.A.'s estates and trusts practice group. Jonathan focuses his practice on estate planning, and trust and estate administration. He works closely with his clients to understand their unique needs and goals, tailoring their estate plans to minimize taxes as well as protect and preserve their assets for future generations. Mr. Pollack is admitted to practice in both New Jersey and New York. He earned his Bachelor's degree from Binghamton University and his Juris Doctorate from the University at Buffalo School of Law. Mr. Pollack is also a student mentor at his alma mater, guiding law students as they begin their careers.

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Speaker bio
Barbara S Schlichtman

Barbara S. Schlichtman

Perkins Thompson PA
Barbara Schlichtman

is a shareholder at Perkins Thompson PA. Her practice areas focus on preparing wills, trusts, powers of attorney, and trust and estate administration. Ms. Schlichtman offers elder law services that include pre-planning and crisis planning for transfers to nursing homes and assisted living facilities. She earned her bachelor's degree and J.D. degree from the University of Missouri-Columbia. Ms. Schlichtman is on the executive committee for Legal Services for the Elderly in Maine, the Maine Justice Action Group, and a member of the Academy of Special Needs Planners. She also teaches elder law as adjunct faculty at University of Maine School of Law. Ms. Schlichtman is admitted to practice law in Maine and Missouri.

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Speaker bio
Michael A Lampert

Michael A. Lampert

Michael A. Lampert P.A.
Michael Lampert

is a board-certified tax lawyer in West Palm Beach concentrating in the areas of tax, estate planning and administration, with an emphasis on tax controversy matters. He received his A.B. from the University of Miami, J.D. from Duke University and LL.M. in taxation from New York University. He is past Chair of the Florida Bar Tax Section, past president of the Palm Beach Tax Institute and past Chair of the Florida Bar Tax Law Certification Committee and currently serves on that committee. He received the 2020-2021 Gerald T. Hart Outstanding Tax Attorney of the Year Award from the Florida Bar Tax Section. He is a Fellow of the American College of Tax Counsel, a member of the South Florida Tax Litigation Association, a past Chairman of the Palm Beaches - Treasure Coast Region Chapter of the American Red Cross, current American Red Cross board member, and past President of the Alpert Jewish Family & Children’s Service of Palm Beach County.

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Speaker bio
Jaime B Herrera

Jaime B. Herrera

Connell Foley LLP
Jaime Herrera

is an attorney in Connell Foley LLP's Taxation and Estate Planning group, where she counsels high-net-worth clients on tax-minimizing strategies. She has experience advising high-net-worth individuals and families on all aspects of estate planning, charitable giving, and business succession matters to achieve their personal, philanthropic, and business objectives in the most tax-efficient manner. At the beginning of her legal career, Ms. Herrera served as a law clerk to the Hon. Mitchel E. Ostrer in the Superior Court of New Jersey's Appellate Division. She earned her J.D. degree, cum laude (Leonard Garth Advocacy Award, Nathan N. Schildkraut Award for Excellence in Appellate Advocacy, 2013) from Rutgers School of Law and her LL.M. (taxation, Certificate in Estate Planning) from Villanova University, Charles Widger School of Law. Ms. Herrera is a graduate of the Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel (ACTEC). She is admitted to practice in New Jersey.

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