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Trusts, Estates & Probate

4.53

The Basic Estate Plan: With Documents and Checklists

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
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 51 minutes
Thomas Haberlack
Matthew Tornincasa
Louis Silverman
Daniel Del Collo
With Thomas C. Haberlack from Sahn Ward Braff Coschignano PLLC + 3 others
Recorded April 29, 2026.
Product ID 101752

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Overview

Your Blueprint for Better Plans

This essential CLE course provides attorneys with the comprehensive, step-by-step guidance needed to draft, finalize, and execute well-rounded and error-free estate plans. Explore critical elements of wills, trusts, powers of attorney, and healthcare directives. You won't just learn what to do; you'll receive the ready-to-use forms, templates, and checklists necessary to immediately implement best practices in your firm, ensuring your clients' assets and wishes are protected. Learn to navigate common pitfalls and gain the confidence to handle top estate planning challenges. Stop guessing, start drafting. Register today!

  • Build for success right from the start with detailed client intake documents.
  • Get sample language for wills, trusts, beneficiary designations, and more.
  • Help clients prepare for incapacity and communicate their decisions clearly.
  • Guard your reputation with a legal ethics guide focused on key trusts and estates issues.

Abbreviated Agenda

  1. Client Intake, Assets Inventory, and Overall Plan Strategy
  2. Documents for Incapacity and End of Life (With Sample Forms and Checklists)
  3. Planning for Retirement and Nursing Home Care
  4. Drafting Wills: Key Components (With Examples)
  5. Drafting Living Trusts: Essential Provisions (With Sample Language)
  6. Letter of Instruction Pros, Cons, and Best Practices (With Sample Language)
  7. Legal Ethics in Estate Planning Practice

Related Topics

Product ID 101752

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
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. Client Intake, Assets Inventory, and Overall Plan Strategy

    1. Client Intake Questionnaires and Documents to Obtain (With Samples)
    2. Helping Clients Choose the Right Fiduciaries and Proxies
    3. Compiling Assets Inventory (With Examples)
    4. Formulating the Overarching Strategy

  2. Documents for Incapacity and End of Life (With Sample Forms and Checklists)

    1. Financial Durable Powers of Attorney
    2. A Living Will: Key Components
    3. DNR and Organ Donation Wishes
    4. HIPAA Authorization Form
    5. Beneficiary Designations
    6. Guardianship

  3. Planning for Retirement and Nursing Home Care

    1. SSA Retirement Benefits Planning
    2. IRA Rollovers and Required Minimum Distributions
    3. Long-Term Care Options and Funding
    4. Asset Planning for Medicaid Nursing Home Coverage

  4. Drafting Wills: Key Components (With Examples)

    1. Beneficiary Provisions
    2. Addressing Spousal Rights
    3. Outlining Executor Duties and Powers
    4. Titling Assets
    5. Tax-Planning Considerations
    6. Will Execution Essentials

  5. Drafting Living Trusts: Essential Provisions (With Sample Language)

    1. Structuring the Trust
    2. Drafting General Power of Appointment Provisions
    3. Structuring Distributions
    4. Crafting Tax-Saving Provisions
    5. Ensuring the Pour-Over Will Works as Intended
    6. Determining What Special Provisions to Include
    7. Sample Living Trust Review
    8. Funding the Trust

  6. Letter of Instruction Pros, Cons, and Best Practices (With Sample Language)

  7. Legal Ethics in Estate Planning Practice

    1. Clients With Diminishing Capacity
    2. Joint Representation Issues
    3. Attorney Fees and Engagement Agreements
    4. Conflicts of Interest Checks and Informed Waivers
    5. Guarding Client Confidentiality
    6. Securing Sensitive Client Data

Who Should Attend

This estate planning guide is designed for attorneys. It will also benefit accountants and CPAs, trust officers, wealth managers, tax professionals, and paralegals.

Speakers

Thomas C Haberlack
Thomas C.
Haberlack
Sahn Ward Braff Coschignano PLLC
Matthew Tornincasa
Matthew
Tornincasa
Shendell & Pollock, P.L.
Louis A Silverman
Louis A.
Silverman
Praesidium Law, PLLC
Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Speaker bio
Thomas C Haberlack

Thomas C. Haberlack

Sahn Ward Braff Coschignano PLLC
Thomas Haberlack

is of counsel with Sahn Ward Braff Coschignano PLLC Attorneys At Law. He concentrates his practice in the areas of estate planning, estate administration, elder law and probate law. Mr. Haberlack is admitted to practice law in the State of New York. He is a member of the Surrogate's Court Estates & Trusts Committee and the Elder Law Social Services and Health Advocacy Committee of the Nassau County Bar Association. In addition to serving as counsel with the firm, Mr. Haberlack continues to serve as principal of his own firm, Law Office of Thomas C. Haberlack, P.C. in Garden City. Prior to joining the firm, he was an associate with Berkman, Henoch, Peterson & Peddy, P.C. in Garden City and, before that, Connolly, Frey, Eschmann & La Pasta in Queens. Mr. Haberlack earned a Bachelor of Arts degree from the State University of New York at Stony Brook and a Juris Doctor degree from St. John's University School of Law. 

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Speaker bio
Matthew Tornincasa

Matthew Tornincasa

Shendell & Pollock, P.L.
Matthew Tornincasa

is a senior partner with Shendell & Pollock, P.L. He began working for Shendell & Pollock in 2007 as a summer clerk. When he was licensed in September 2008 Mr. Tornincasa began working as an Associate Attorney. In December 2015, he was made a partner of the firm. Mr. Tornincasa's focus of practice is on the defense of professional liability claims against accountants and attorneys. In addition to civil litigation, he also frequently appears before The Florida Bar, the Florida Board of Bar Examiners, the Board of Accountancy and the Department of Business & Professional Regulation on behalf of professionals and applicants charged with violating the ethical rules of their professions. Mr. Tornincasa has also litigated multiple estate and trust planning and administration issues on behalf of fiduciaries, planners and beneficiaries regarding issues of reformation of documents, termination, undue influence, lack of capacity, compliance with the prudent investor rule, tax planning concerns, principal and income allocation issues and conflict of interest claims. He graduated from the University of Florida in 2003 with degrees in political science and psychology. He earned his Juris Doctorate degree, magna cum laude, from Nova Southeastern University, Shepard Board Law Center in 2008. While at Nova, Mr. Tornincasa received the Leo Goodwin Scholarship and was the marketing editor for the Law Review. 

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Speaker bio
Louis A Silverman

Louis A. Silverman

Praesidium Law, PLLC
Louis Silverman

is an attorney at Praesidium Law, PLLC, where he practices in the areas of estate planning, estate administration, probate law, and related matters. Mr. Silverman is board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as Judge Pro Tem on the Maricopa County Superior Court. He is a member of WealthCounsel, and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is a board member emeritus of the Sonoran University of Health Sciences, past president of the Board of Directors of Tempe Leadership and past president of Tempe Community Action Agency. He earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. Mr. Silverman is admitted to practice in the state courts of Arizona and Texas, U.S. District Court for Arizona and Western District of Texas. 

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Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden. 

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