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Trusts, Estates & Probate

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Step-by-Step Guide to Drafting Wills and Trusts in Florida

Credits Available
Credit Status Total
Florida CLE Approved 7 Total
Florida Registered Paralegal Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Michael Norvell
Rhonda Steller
Taso Milonas
Lisa DiFranza
With Michael C. Norvell from Medicaid Planning & Resource Center, Law Firm, PLLC + 3 others

Wed, Jul 15, 00:00 AM – 00:00 PM

Product ID 102094

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Overview

Complete With Essential Sample Forms, Tax Tactics, and Troubleshooting Solutions

Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today!

  • Get practical will and trust drafting skills to speed up the process and give the testator's last wishes power.
  • Stave off conflicts of interest with a clear determination of who your client is from the start.
  • Learn how to deal with interested relatives who want to be present at all the planning meetings.
  • Explore the pros and cons of using a revocable living trust in the will's stead and find out when it's a better option.
  • Explore the functions and mechanics of major trust structures - and make certain you choose the right tool for each job.
  • Give each provision full power with precise word choices - get sample forms to speed up the process.
  • Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned.
  • Anticipate key tax issues, including individual income tax planning and trust taxation.
  • Phrase the fiduciary and beneficiary designations to leave no room for misinterpretation.
  • Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation.
  • Learn how to verify and document the testator's competency to close the door on any potential will contests.

Abbreviated Agenda

  1. Key Elements of Effective Wills
  2. Trusts as Alternatives to Wills
  3. Ethics
  4. Basic Tax Concerns
  5. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions
  6. Planning for Unmarried and Remarried Couples

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Related Topics

Product ID 102094

Credit Details

Credits Available
Credit Status Total
Florida CLE Approved 7 Total
Florida Registered Paralegal Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Paralegal
Other

Agenda

All times are shown in

  1. Key Elements of Effective Wills

    1. Establishing Statutory Framework
    2. Types of Wills
    3. Verifying and Documenting the Testator's Competency
    4. Beneficiary Designations in Retirement Plans and Life Insurance
    5. Pension Distributions During and After Life
    6. Titling Assets
    7. Designating Fiduciaries
    8. Planning for Disabled Children
    9. Sample Will Verbiage
    10. Sample Forms
    11. Updating Will Documents

  2. Trusts as Alternatives to Wills

    1. When to Recommend a Trust Over a Will
    2. Types and Functions of Trusts
    3. Selecting Trustee(s)
    4. Choosing Trust Situs
    5. Trust Funding Basics
    6. Sample Forms

  3. Ethics

    1. Defining Who Your Client Is From the Start
    2. Handling Clients With Diminishing Mental Capacity
    3. Lawyers Acting as Fiduciaries
    4. Practicing Before the IRS
    5. Conflicts of Interest

  4. Basic Tax Concerns

    1. Get Updated on Changing Legislation and Case Law
    2. Federal Estate and Gift Tax Update
    3. Assess the Impact of the State Estate Tax
    4. Individual Income Taxes - Issues You Need to Look At
    5. Generation Skipping Transfer Tax - Recent Changes
    6. Trust Taxation Basics
    7. Disclaimer Trusts
    8. Crummey Powers and the IRS
    9. Frequently Asked Questions About Fiduciary Taxes
    10. Tips for Calculating Tax Deductions
    11. Why a Comparison to Neighboring States' Taxes is Important

  5. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions

    1. Basic Medicaid Planning
    2. Long-Term Care Options and Planning in a Nutshell
    3. Advance Medical Directives
    4. Powers of Attorney
    5. DNR Orders and Organ Donation Considerations

  6. Planning for Unmarried and Remarried Couples

    1. Pre- and Post-Marital Agreements
    2. Planning for Children From Previous Marriage(s)
    3. Estate Planning for Same Sex Couples

Who Should Attend

This basic level online seminar offers foundational will and trust drafting skills that will benefit:

  • Attorneys
  • Paralegals
  • Trust Officers and Personal Representatives
  • Estate Planners
  • Accountants and CPAs
  • Tax Professionals

Speakers

Michael C Norvell
Michael C.
Norvell
Medicaid Planning & Resource Center, Law Firm, PLLC
Rhonda D Steller
Rhonda D.
Steller
Medicaid Planning & Resource Center, Law Firm, PLLC
Taso M Milonas
Taso M.
Milonas
Taso M. Milonas, P.A.
Lisa A DiFranza
Lisa A.
DiFranza
DiFranza Law, P.A.
Speaker bio
Michael C Norvell

Michael C. Norvell

Medicaid Planning & Resource Center, Law Firm, PLLC
Michael Norvell

graduated from the University of Florida Fredric G. Levin School of Law in 1976 and was admitted to The Florida Bar in November of 1976. Prior to entering law school, he served in the US Army from 1965-1967 where he was part of the Army Engineer Field Unit of the Ethiopia - U.S. Mapping Mission. This mission was the last ground mapping of an entire country ever undertaken. Mr. Norvell's practice has transitioned to late life issues, such a guardianship, Medicaid planning, trust and probate administration, and litigation. He has been working in the area for over 40 years and has two practices in the Leesburg area, with one office dedicated to the sole practice of Medicaid planning. Mr. Norvell is a member of the University of Florida President's Council.

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Speaker bio
Rhonda D Steller

Rhonda D. Steller

Medicaid Planning & Resource Center, Law Firm, PLLC
Rhonda Steller

is the manager at Medicaid Planning & Resource Center, Law Firm, PLLC in Leesburg, Florida. She has been a Medicaid planner for over 19 years.

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Speaker bio
Taso M Milonas

Taso M. Milonas

Taso M. Milonas, P.A.
Taso Milonas

is admitted to practice before all courts in Florida and the U.S. Tax Court. He earned his LL.M. degree in taxation from the University of Florida Frederic G. Levin College of Law and his J.D. degree from Stetson University College of Law. Mr. Milonas has been qualified and testified as a subject-matter expert in state and federal courts in a number of areas, including estate planning, undue influence, breach of fiduciary duty, fiduciary accounting, Florida Probate Code, Florida Trust Code, Florida Uniform Principal and Income Act, federal income, gift and estate tax, and legal ethics. A significant portion of his practice is devoted to will and trust disputes in complex litigation throughout Florida, representing both fiduciaries and beneficiaries. Mr. Milonas is a Florida Bar board-certified tax lawyer, and was recently appointed by the president of The Florida Bar to serve as a member of the Tax Law Certification Committee. Currently, less than 5% of all attorneys admitted to practice in Florida are board-certified. He serves individual clients and their advisors on a wide-range of legal matters in a variety of capacities, including lead counsel, co-counsel, special counsel and subject-matter expert. Mr. Milonas currently serves on the Executive Council of The Florida Bar Tax Section; and has served in various leadership roles, including director of its Federal Tax Division, chair of the Estate & Gift Tax Committee and editor of Tax Section articles for the Florida Bar Journal. He has published numerous articles, and is a frequent lecturer before professional groups on tax, estate planning and probate litigation.

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Speaker bio
Lisa A DiFranza

Lisa A. DiFranza

DiFranza Law, P.A.
Lisa DiFranza

is the founder of DiFranza Law, P.A., a Florida-based firm focused on guardian advocacy, guardianship, elder law, probate, and estate planning. Since 2014, she has combined legal precision with deep community engagement, particularly in protecting vulnerable adults and navigating public benefits systems. Her work began with volunteer service at Jacksonville Area Legal Aid (JALA), where she remains active in pro bono matters. Ms. DiFranza was named 2018 Small Business of the Year (Beaches Division, JAX Chamber) and has held key leadership roles with The Florida Bar, including Chair of the Consumer Protection Law Committee (2019-2020) and Estate Planning Committee of the Elder Law Section (2024-2025). She also chairs the Fellows Program Subcommittee and serves as liaison to the Fourth Circuit Pro Bono Committee. Her practice is known for blending compassionate counsel with strategic advocacy in complex benefit and care planning.

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