Trusts, Estates & Probate

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Wills and Trusts From Start to Finish

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 Pending 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 Pending 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 7 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
Leslie Levin
Shayla Maatuka
Sharon Michaels
Elizabeth Forgotson Goldberg
Monte Schatz
With Leslie E. Levin from Hinman Howard & Kattell, LLP + 4 others

Fri, Oct 30, 00:00 AM – 00:00 PM

Product ID 102403

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Course Includes
$429

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Overview

How to Choose and Craft the Right Planning Tools

Estate planning is a delicate balancing act of finding the right solutions to the clients' unique circumstances and (often conflicting) priorities. This essential wills and trusts guide walks you through the decision-making process and offers practical knowledge for drafting essential estate planning documents. Register today!

  • Recognize when you should use a will and when a trust is a better option.
  • Get the sample documents you need to draft airtight wills.
  • Know when to use revocable vs. irrevocable trusts.
  • Draft personalized trust forms and plan out distributions.

Abbreviated Agenda

  1. What Questions to Ask Your Clients and Why
  2. Living Trust Structures and Provisions (With Sample Trust Language)
  3. Wills and Testamentary Trusts: Key Functions and Provisions (With Sample Documents)
  4. Executor/Trustee Duties and Responsibilities
  5. Tax Considerations
  6. Complexity of Distributions
  7. Flexibility: Which Tools are Easier to Update/Modify?
  8. How the Nature and Value of the Assets Contributes to the Choice of Planning Tools
  9. Legal Ethics Considerations

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102403

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 Pending 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 Pending 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 7 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
Other

Agenda

All times are shown in

  1. What Questions to Ask Your Clients and Why

    1. Current and Future Needs: Medical and Financial
    2. Planning Priorities, Values, Religion, Culture
    3. Travel, Citizenship
    4. Family Dynamics, Prior Marriages, Stepchildren
    5. Creditor Issues, Spending Habits
    6. Beneficiary Needs and Dynamics
    7. What Planning Tools are Already in Place

  2. Living Trust Structures and Provisions (With Sample Trust Language)

    1. Revocable vs. Irrevocable Trusts
    2. Trust Situs and Choice of Law
    3. Key Provisions: Standardized vs. Custom Drafting
    4. Power of Appointment, Trust Protectors and Added Levels of Oversight
    5. Pour-Over Wills
    6. SNTs and Other Special Use Trusts
    7. Trust Funding

  3. Wills and Testamentary Trusts: Key Functions and Provisions (With Sample Documents)

    1. When to Use a Simple Will
    2. Preliminary Clauses
    3. Bequests and Gifts
    4. Tangible Personal Property Provisions
    5. Real Property Provisions
    6. Fiduciary Powers and Appointments
    7. Will Execution

  4. Executor/Trustee Duties and Responsibilities

  5. Tax Considerations

  6. Complexity of Distributions

  7. Flexibility: Which Tools are Easier to Update/Modify?

  8. How the Nature and Value of the Assets Contributes to the Choice of Planning Tools

  9. Legal Ethics Considerations

    1. Attorney Fees and Client Trust Accounts
    2. Conflicts of Interest
    3. Representing Spouses
    4. Guarding Confidentiality
    5. Verifying Testamentary Capacity
    6. Preventing Fraudulent Transfers
    7. Common UPL Risks

Who Should Attend

This trusts and estates course is designed for attorneys. Accountants, trustees, executors, estate planners, and paralegals will benefit.

Speakers

Leslie E Levin
Leslie E.
Levin
Hinman Howard & Kattell, LLP
Shayla L Maatuka
Shayla L.
Maatuka
Maatuka Al-Heeti Emkes LLC
Sharon L Michaels
Sharon L.
Michaels
Sharon L. Michaels, Attorney at Law
Elizabeth Forgotson Goldberg
Elizabeth
Forgotson Goldberg
Law Offices of Elizabeth Forgotson Goldberg
Monte Schatz
Monte
Schatz
Lamson Dugan & Murray LLP
Speaker bio
Leslie E Levin

Leslie E. Levin

Hinman Howard & Kattell, LLP
Leslie Levin

is a partner at Hinman, Howard & Kattell, LLP and works out of the White Plains and New York City offices. She is a member of the wills, trusts and estates; elder law and guardianships; and not-for-profit corporations and foundations practice groups. Ms. Levin practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, creation and termination of not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. As part of her practice, she works with litigators in developing strategy and offering expertise in the realm of trusts and estates litigation. Ms. Levin also serves as executor for client's estates and as a trustee for a number of trusts. She earned her B.A. degree, summa cum laude, high honors, from Brandeis University and her J.D. degree from the University of Pennsylvania Law School. Ms. Levin is admitted to practice in both New York and Connecticut.

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Speaker bio
Shayla L Maatuka

Shayla L. Maatuka

Maatuka Al-Heeti Emkes LLC
Shayla Maatuka

has transitioned her solo law practice in Urbana to become a partner at Maatuka Al-Heeti Emkes LLC, where she currently serves as senior managing partner. With a robust background as an entrepreneur, Ms. Maatuka combines her business and legal expertise. Her practice focuses on civil and commercial litigation, personal injury, estate planning, probate and business litigation. Ms. Maatuka currently serves as a board member for Street College, Mettler Studios, Inc., and Winding Ivy Community Development Foundation, where she continues her dedication to empowering individuals in her community. She earned her J.D. degree from the University of Illinois, and is admitted to practice law in Illinois and before the U.S. Northern and Central districts of Illinois Court.

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Speaker bio
Sharon L Michaels

Sharon L. Michaels

Sharon L. Michaels, Attorney at Law
Sharon Michaels

is the owner of her law firm located in Houston, Texas. She earned her Bachelor of Science degree in journalism, with honors, from Northwestern University; and her J.D. degree, magna cum laude, from the University of Houston. The First Court of Appeals in Houston selected Ms. Michaels as a briefing attorney with attendance at the court's oral arguments for cases upon appeal and drafted proposed court opinions for Justice James Warren. After service with the court, she began her own law firm emphasizing on the areas of trusts, estate planning, probate, and business transactional work.

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Speaker bio
Elizabeth Forgotson Goldberg

Elizabeth Forgotson Goldberg

Law Offices of Elizabeth Forgotson Goldberg
Elizabeth Forgotson Goldberg

is a sole practitioner at the Law Offices of Elizabeth Forgotson Goldberg located in Bethesda, Maryland, where she practices in the areas of wills, trusts, estates, special needs trusts, elder law, probate, estate administration, family law, homeowners association law, and estate planning for the elderly. Ms. Forgotson Goldberg is a NELF certified attorney. She earned her B.A. and M.A. degrees from Duke University, and her J.D. degree from George Washington University Law School. Ms. Forgotson Goldberg is a member of the Montgomery County Bar Association, District of Columbia Bar Association, Maryland State Bar Association, National Association of Elder Law Attorneys (NAELA) and Women's Bar Association of Maryland.

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Speaker bio
Monte Schatz

Monte Schatz

Lamson Dugan & Murray LLP
Monte Schatz

is an attorney at Lamson Dugan & Murray LLP, offering clients a wealth of experience in practice areas vital to business and finance. His practice concentrates on trust administration, probate, estate planning, tax, securities, and corporate law. Mr. Schatz's scope of expertise includes federal and state tax planning and tax issues as well as federal and state regulatory compliance. He earned his J.D. degree from the University of South Dakota in Vermillion, South Dakota. In addition, he received his Master of Taxation from the University of Tulsa and his B.A. degree, with high honors, from South Dakota State University in Brookings, South Dakota. Additionally, Mr. Schatz has passed the Series 7 General Securities Exam, the Series 66 Uniform Combined State Law Exam, and the Nebraska Life and Health Exam. He is a member of the Nebraska State, Iowa State, Omaha and American bar associations; State Bar of South Dakota; Omaha Estate Planning Council (past president); and the Omaha Chapter of Society of Financial Service Professionals.

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