Trusts, Estates & Probate

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Drafting Wills, Trusts, and Other 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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 6 Total
Missouri CLE Approved 7.2 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 Pending 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online + OnDemand
6 hours
Joanne Parise
Okyeame Haley
Peter Moustakis
Lisa Casey Labelle
David Johnson
With Joanne L. Parise from Williams, Coulson, Johnson, Lloyd, Parker + 4 others

Mon, Mar 09, 00:00 AM – 00:00 PM

Product ID 101608

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Overview

Discover How to Draft Sound Guardianship Documents, Trust Provisions, Wills, and More

This program walks you through the nuts and bolts of creating various estate planning documents. Find out what you need to know about will and trust drafting, financial POAs and medical decision-making, unearth different uses of LLCs in estate planning, and much more. Don't miss this opportunity to hone your skills - register today!

  • Examine sample guardianship documents.
  • Explore the dos and don'ts of beneficiary account designations.
  • Discover guidelines for crafting will distributions provisions, dispute resolution provisions, etc.
  • Uncover practical guidance for developing special use provisions in trusts.
  • Identify essential guidelines for filling out tax forms.

Abbreviated Agenda

  1. Capacity and Guardianship Documents (With Samples)
  2. Top Uses of LLCs in Estate Planning
  3. Beneficiary Account Designations (With Samples)
  4. Financial POAs and Medical Decision-Making (With Samples)
  5. Essential Trust Provisions (With Samples)
  6. Drafting Wills (With Sample Language)
  7. Essential Tax Forms
  8. The Legal Ethics Guide for Trusts and Estates Attorneys

Related Topics

Product ID 101608

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 Pending 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 6 Total
Missouri CLE Approved 7.2 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 Pending 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Capacity and Guardianship Documents (With Samples)

  2. Top Uses of LLCs in Estate Planning

    1. Investing in Real Estate
    2. Asset Protection
    3. Family Business Succession Planning
    4. Tax Benefits
    5. Sample OA Provisions Important to Estate Planning

  3. Beneficiary Account Designations (With Samples)

  4. Financial POAs and Medical Decision-Making (With Samples)

    1. Advance HealthCare Directives and Medical POAs
    2. Durable vs. Limited Powers of Attorney
    3. Caregiver Agreements

  5. Essential Trust Provisions (With Samples)

    1. Choosing the Right Type of Trust
    2. Duties and Powers of Trustees
    3. Distributions Provisions
    4. Funding the Trust
    5. Special Use Provisions: Spendthrift, Conditional Clauses, Special Needs, IDGTs, etc.

  6. Drafting Wills (With Sample Language)

    1. Spousal Rights
    2. Beneficiary Provisions
    3. Executor Duties and Powers, Distributions Provisions
    4. Titling Assets
    5. Tax Clauses
    6. Dispute Resolution Provisions
    7. Will Execution Basics and New Trends

  7. Essential Tax Forms

    1. Gift Returns
    2. Income Tax Reporting
    3. Tax-Efficient Transfers
    4. Communicating with the IRS

  8. The Legal Ethics Guide for Trusts and Estates Attorneys

    1. Who is Your Client? Conflicts of Interest and Confidentiality
    2. Clearly Defining Scope of Representation
    3. Attorney Fees and Client Trust Accounts
    4. Data Security and Estate Planning Documents
    5. Client Capacity Considerations
    6. Fiduciary Duties and Liability
    7. How to Address Client Complaints

Who Should Attend

This estate planning documents primer is designed for attorneys. Accountants, tax professionals, trustees, fiduciaries, wealth managers, and paralegals may also benefit.

Speakers

Joanne L Parise
Joanne L.
Parise
Williams, Coulson, Johnson, Lloyd, Parker
Okyeame Haley
Okyeame
Haley
Haley Law Practice L.L.C.
Peter A Moustakis
Peter A.
Moustakis
Sowerby & Moustakis Law, PLLC
Lisa A Casey Labelle
Lisa A.
Casey Labelle
Vacovec, Mayotte & Singer, LLP
David F Johnson
David F.
Johnson
Winstead PC
Speaker bio
Joanne L Parise

Joanne L. Parise

Williams, Coulson, Johnson, Lloyd, Parker
Joanne Parise

is an attorney at Williams, Coulson, Johnson, Lloyd, Parker. She has experience representing clients in estate planning, Orphans' Court litigation, business, and real estate matters as well as civil litigation matters involving commercial disputes, real estate, and various torts. Ms. Parise is active in the Allegheny County Bar Association Young Lawyers Division. Through the Young Lawyers Division, she serves as a coordinator of the Wills for Heroes program in Allegheny County which provides basic estate planning services to first responders and military veterans free of charge. Ms. Parise also served on the Young Lawyers Division Council and as a co-chair of the Young Lawyers Division Diversity Committee and completed the Bar Leadership Initiative program. She earned her B.A. degree from Point Park University and her J.D. degree, summa cum laude, from Duquesne University School of Law.

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Speaker bio
Okyeame Haley

Okyeame Haley

Haley Law Practice L.L.C.
Okyeame Haley

is an attorney with his own private practice, Haley Law Practice L.L.C. He practices in the areas of trust and estate planning, and business formation. Mr. Haley is a member of the Louisiana State Bar Association, ElderCounsel, and WealthCounsel. He earned his bachelor's degree in finance from Xavier University of Louisiana, his J.D. degree from Howard University School of Law and his LL.M. degree from Washington University School of Law. Mr. Haley was chief deputy clerk for the Louisiana Supreme Court, research attorney on the U.S. House of Representatives Banking and Finance Committee, and a law clerk for Orleans Parish Civil District Court Judge Angelique Reed. He is also a retired law clerk for Louisiana Supreme Court Chief Justice Bernette Joshua Johnson. Mr. Haley is licensed to practice law in Louisiana and recently completed the Goldman Sachs 10,000 Small Business Entrepreneurship program.

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Speaker bio
Peter A Moustakis

Peter A. Moustakis

Sowerby & Moustakis Law, PLLC
Peter Moustakis

is founder and managing member of Sowerby & Moustakis Law, PLLC. He practices in the areas of elder law, estate planning, wills, trusts, Medicaid issues, small business law, LLC formation, and all matters related to firearms in trust administration. Mr. Moustakis is also an adjunct professor at Merrimack College. He has contributed to two family law publications, and written a book called Estate Planning and the Modern Family: Old School Meets New School. Mr. Moustakis is a member of the New Hampshire Bar Association and is President of the New Hampshire Chapter of NAELA (National Academy of Elder Law Attorneys). He is admitted to practice in New Hampshire and Massachusetts. Mr. Moustakis earned his bachelor's degree from the University of Massachusetts, Boston and his J.D. degree from New England Law, Boston.

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Speaker bio
Lisa A Casey Labelle

Lisa A. Casey Labelle

Vacovec, Mayotte & Singer, LLP
Lisa Casey Labelle

is a partner at Vacovec, Mayotte & Singer, LLP where she concentrates her practice on estate planning services for a diverse client base ranging from young families executing an estate plan for the first time to high net-worth individuals. The latter routinely includes more complex planning strategies, such as generation-skipping trusts, spousal trusts, life insurance trusts, and annual gift trusts (commonly called "Crummey" trusts). Ms. Labelle also prepares gift tax returns to ensure adequate reporting to the IRS of such gifting strategies. She also provides trust and estate administration services, including the preparation of estate tax returns, fiduciary income tax returns, and trust and estate accountings. In her prior capacity as a professional trustee for a group of family trusts benefiting multiple generations, Ms. Labelle frequently dealt with questions of proper trust administration and the income and gift tax consequences arising from trustee actions. Her experience in preparing tax returns allows her to apply her knowledge of the Internal Revenue Service Code and Treasury Regulations to her clients' real-world scenarios yielding. the most favorable outcomes for them. She is admitted to practice law in Massachusetts, Florida and New York. Ms. Labelle earned her B.A. degree from Dartmouth College, her J.D. degree from Cornell Law School and her LL.M. degree in taxation from Boston University School of Law.

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Speaker bio
David F Johnson

David F. Johnson

Winstead PC
David Johnson

is the managing shareholder of Winstead PC, where his practice focuses on trust, estate, and closely held business disputes. A frequent writer and speaker, Mr. Johnson is known around the state as a thought leader in the fiduciary area. His award-winning blog, The Fiduciary Litigator, features recent case law, legislative changes, and other precedent that impacts fiduciaries in Texas. Mr. Johnson received the JD Supra 2020 Readers' Choice Award for Wealth Management, which was his third year in a row for such an award. He was also named a "Go-To Thought Leader" in fiduciary litigation by the National Law Review in 2020. Mr. Johnson's experience in trust and estate disputes includes will contests, elder abuse, mental competency, undue influence, trust modification/reformation/clarification, breach of fiduciary duty and related claims. He also handles matters involving trust decanting, trust severance and joinder, account disputes, power of attorney disputes, suits for judicial instruction and discharges, heirship proceedings, suits to remove a fiduciary, and accountings. Additionally, Mr. Johnson has a transactional practice for trust departments in providing legal opinions on the construction of trust documents, documenting release and consent agreements, resignations, successor appointments, modification of trusts, trust mergers and trust severances. He earned his B.B.A. degree in accounting from Baylor University and his J.D. degree, magna cum laude, from Baylor School of Law.

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