TN Specific

Trusts, Estates & Probate

Live Online

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

Credits Available
Credit Status Total
Tennessee CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Mitchell Lansky
Stephen Crofford
R. Ethan Ward
Tracey Williams
With Mitchell I. Lansky from The Lansky Law Firm + 3 others

Tue, Jul 21, 00:00 AM – 00:00 PM

Product ID 102099

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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. Basic Tax Concerns
  4. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions
  5. Planning for Unmarried and Remarried Couples
  6. Ethics

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Related Topics

Product ID 102099

Credit Details

Credits Available
Credit Status Total
Tennessee CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
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. Basic Tax Concerns

    1. Federal Transfer Tax Regime
      • Estate Tax
      • Gift Tax
      • Generation-Skipping Transfer Tax
      • Recent Legal Developments and Legislation
    2. Federal Income Taxation of Trusts
      • Grantor Trust Rules
      • Taxation of Simple and Complex Trusts
    3. Individual Income Taxes - Issues for Estate Planners to Consider
    4. Tax Planning Strategies
      • Marital Deduction Planning
      • Charitable Deduction Planning
      • Lifetime Planning

  4. 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

  5. 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

  6. 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

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

Mitchell I Lansky
Mitchell I.
Lansky
The Lansky Law Firm
Stephen Crofford Jr.
Stephen
Crofford, Jr.
Cumberland Trust
R. Ethan Ward
R. Ethan
Ward
Bass, Berry & Sims PLC.
Tracey Williams
Tracey
Williams
Central Elite Law
Speaker bio
Mitchell I Lansky

Mitchell I. Lansky

The Lansky Law Firm
Mitchell Lansky

is a member of The Lansky Law Firm in Memphis. He has practiced for more than 30 years, mainly in the areas of estate planning, elder law and corporate/transactional law. Mr. Lansky earned his B.S.B.A. degree from the University of Florida, his J.D. degree from Cumberland School of Law-Samford University and his LL.M. degree in taxation from Washington University. He is also a member of Lawyers With Purpose, a collection of attorneys throughout the U.S. focusing in elder law. Mr. Lansky speaks often to diverse groups concerning estate planning, and especially elder law. He has 3 adult children and 3 grandchildren. Mr. Lansky is active in his community and enjoys running, cycling, and yoga.

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Speaker bio
Stephen Crofford Jr.

Stephen Crofford, Jr.

Cumberland Trust
Stephen Crofford

is the vice president and senior fiduciary counsel of Cumberland Trust. He reviews and drafts documents relating to trust and estate accounts. Mr. Crofford has experience reviewing and preparing client documents and working with unique, illiquid, and hard-to-value assets held in trust. He earned his B.S. degree from the University of Tennessee and his J.D. degree from Belmond University College of Law in Nashville. Mr. Crofford is admitted to practice law in Tennessee.

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Speaker bio
R. Ethan Ward

R. Ethan Ward

Bass, Berry & Sims PLC.
R. Ethan Ward

is an attorney at Bass, Berry & Sims PLC. He counsels clients on estate planning and the administration of trusts and estates. In this capacity, Mr. Ward works with high-net-worth individuals, families, and businesses on the implementation of tax-advantaged generational wealth transfer and business succession plans utilizing advanced estate planning techniques such as family limited partnerships, charitable entities, sales to intentionally defective grantor trusts, irrevocable life insurance trusts, and charitable split-interest trusts, as well as drafting wills, trusts, and powers of attorney. He also works with trust companies, family offices, and fiduciaries on the administration of complex trusts and estates. Mr. Ward earned his B.B.A. degree, magna cum laude, from Belmont University, his J.D. degree from Belmont University College of Law and his LL.M. degree in taxation from the University of Florida Levin College of Law. He is a member of the Tennessee Bar Association, Nashville Bar Association, Estate Planning Council of Middle Tennessee, and on the Board of Directors for Studio Tenn Theatre Company. Mr. Ward is admitted to practice law in Tennessee.

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Speaker bio
Tracey Williams

Tracey Williams

Central Elite Law
Tracey Williams

is an attorney at Central Elite Law. She has a wide range of legal expertise including criminal, family, creditor bankruptcy, probate and estate, real property, and general civil law. Ms. Williams is licensed to practice law in all courts in the state of Tennessee and the U.S. District Courts for the Eastern and Middle districts of Tennessee. Additionally, she is also the director of the Paralegal Studies Program at Roane State Community College, an approved program by the American Bar Association. Ms. Williams earned her J.D. degree from the Nashville School of Law.

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