Trusts, Estates & Probate

Live Online

Drafting Essential Estate Planning Documents

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 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 Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 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
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
CPE for Accountants/NASBA Approved 7 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
Live Online
6 hours
John (JJ) Sauve
John Paul Parks
Jean Rabinow
Mary Beth Isom
Rachel Allums
With John (JJ) Sauve from Haynes & Sauve, Attorneys and Advisors + 4 others

Tue, Jun 16, 00:00 AM – 00:00 PM

Product ID 101994

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Overview

A Practical How-to Guide to Estate Planning Documents

This comprehensive legal instruction offers essential knowledge and resources to draft key documents used to plan for clients' trusts and estates. Establish heirs and plan distributions, choose and prepare fiduciaries, outline medical decisions, and more. With experienced attorney faculty sharing their top approaches and sample documents, you'll save time drafting and advise clients on the wisest course of action for every unique situation. Register today!

  • Get sample language for wills, trusts, beneficiary designations, and more.
  • Understand when specific provisions and documents are used for best results.
  • Learn to draft to prevent unintended consequences.
  • Help clients make the tough end-of-life and organ donation decisions and communicate them clearly and properly.
  • Guard your professional reputation with a specialized legal ethics guide.

Abbreviated Agenda

  1. Compiling the Client's Assets/Accounts Inventory
  2. Crafting Durable Powers of Attorney
  3. Updating Beneficiary Designations
  4. Wills: Drafting the Key Components
  5. Drafting Living Trusts: Essential Provisions
  6. Creating Guardianships
  7. Advance Directives: Planning for Medical Care, Incapacity, and End of Life Decisions
  8. Designing the Letter of Intent to Clarify - Not Complicate - Testator Intent
  9. Legal Ethics in Estate Planning Practice

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Pre-Order the OnDemand

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Related Topics

Product ID 101994

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 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 Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 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
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
CPE for Accountants/NASBA Approved 7 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
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Agenda

All times are shown in

  1. Compiling the Client's Assets/Accounts Inventory

  2. Crafting Durable Powers of Attorney

  3. Updating Beneficiary Designations

    1. IRA Accounts: Beneficiary Designations; What About the Stretch?
    2. Updating Life Insurance Documents
    3. Bank and Brokerage Accounts

  4. Wills: Drafting the Key Components

    1. Beneficiary Provisions
    2. Planning for the 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

    1. Choosing the Right Trust Structure
    2. Drafting General Power of Appointment Provisions
    3. Structuring Distributions and Planning for Their Tax Consequences
    4. Crafting Trusts' Tax Saving Provisions
    5. Ensuring the Pour-Over Will Works as Intended
    6. Sample Living Trust Review

  6. Creating Guardianships

    1. Choosing and Advising a Guardian
    2. Determining Whether the Guardianship is Needed and When it Goes into Effect
    3. Review of a Sample Guardianship

  7. Advance Directives: Planning for Medical Care, Incapacity, and End of Life Decisions

    1. Creating a Living Will: Key Components
    2. Outlining DNR and Organ Donation Wishes
    3. Planning for Medicaid and Long-Term Care

  8. Designing the Letter of Intent to Clarify - Not Complicate - Testator Intent

  9. Legal Ethics in Estate Planning Practice

    1. Dealing with Clients' with Diminishing Mental Capacity
    2. Joint Representation Issues
    3. Attorney Fees and Limited Scope Representation
    4. Avoiding Conflicts of Interest
    5. Guarding Client Confidentiality
    6. Attorneys Serving as Fiduciaries: Additional Liability Considerations

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

John (JJ) Sauve
John (JJ)
Sauve
Haynes & Sauve, Attorneys and Advisors
John Paul Parks
John Paul
Parks
John Paul Parks PLLC
Jean Rabinow
Jean
Rabinow
McMillan & Rabinow
Mary Beth Isom
Mary Beth
Isom
D.B. Clark Law
Rachel M Allums
Rachel M.
Allums
Allums Law, APC
Speaker bio
John (JJ) Sauve

John (JJ) Sauve

Haynes & Sauve, Attorneys and Advisors
John (JJ) Sauve

is a partner with Haynes & Sauve, Attorneys and Advisors in Tryon, North Carolina, where his practice focuses on estate planning and administration, commercial and residential real estate, small business and corporate representation, nonprofit organizations, and local government law. He brings more than two decades of legal and public-sector experience to his work, including service in senior municipal leadership roles and extensive advising of public, nonprofit, and closely held entities. His current practice is primarily advisory, centered on governance, risk management, regulatory compliance, and long-term organizational planning, and he regularly counsels boards, executives, and business owners on complex legal, administrative, and operational issues. Mr. Sauve began his legal career as an assistant district attorney, prosecuting matters ranging from traffic offenses to first-degree murder cases, and he continues to rely on a substantial civil and criminal litigation background in his advisory work. Although his practice has transitioned toward preventative and strategic counsel, his guidance is informed by a litigator's perspective that anticipates disputes, evidentiary challenges, and enforcement risks before they arise. He is a certified fire and rescue instructor and law enforcement instructor and has taught a wide range of audiences on topics spanning operational decision-making, ethics, governance, administrative law, and legal risk management. In both his practice and instruction, Mr. Sauve emphasizes practical application of the law, clear frameworks for decision-making, and lessons drawn from real-world litigation and public-sector experience.

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Speaker bio
John Paul Parks

John Paul Parks

John Paul Parks PLLC
John Paul Parks

is a sole practitioner in Scottsdale, Arizona, where he practices in the areas of estate planning, trust and estate administration, and business law. He is a member of the Scottsdale Bar Association, the Scottsdale Estate Planners, and is a former agent with the Attorneys' Title Insurance Fund, Inc. in Orlando, Florida. Mr. Parks was the principal draftsman of the Florida Not-For-Profit Corporation Act that became effective in 1991. He is admitted to practice in Arizona, California, Florida, and the District of Columbia. Mr. Parks earned his B.B.A. and J.D. degrees from Stetson University, and his LL.M. degree from the University of Miami.

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Speaker bio
Jean Rabinow

Jean Rabinow

McMillan & Rabinow
Jean Rabinow

is a sole proprietor at McMillan & Rabinow, where she practices probate and elder law, and prepares wills and related documents. Ms. Rabinow earned her bachelor's degree from Knox College in Galesburg and her J.D. degree from Yale Law School. She is admitted to practice law in Connecticut.

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Speaker bio
Mary Beth Isom

Mary Beth Isom

D.B. Clark Law
Mary Beth Isom

is the paralegal for the D.B. Clark Law. She is a graduate of Lewis-Clark State College with degrees in both the legal secretary and paralegal programs. Ms. Isom is the only Certified Bankruptcy Assistant (CBA) in Idaho. She has extensive knowledge of all the forms of bankruptcy filings, including Chapters 9s, 11s and 12s. Ms. Isom currently has three assistants working for her and has trained other paralegals in the past. She was the primary instructor for paralegals and legal assistants at the Idaho Commercial Law and Bankruptcy Section seminars in 2008, 2009 and 2010. Ms. Isom currently is attending Regent University to obtain her law degree, with goals of representing clients in bankruptcy and elder law.

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Speaker bio
Rachel M Allums

Rachel M. Allums

Allums Law, APC
Rachel Allums

is an attorney at Allums Law, APC. She focuses her practice on estate planning, probate and trust administration. Ms. Allums is admitted to practice law in California.

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