IN Specific

Trusts, Estates & Probate

Live Online

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

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Kentucky CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Lora Williams
Aaron Shaw
Madison Cibulka
Christopher Denney
With Lora N. Williams from Williams Law Office, PC + 3 others

Wed, Dec 16, 00:00 AM – 00:00 PM

Product ID 102482

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$389

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OnDemand content will be available within 7 days of event date.

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

Product ID 102482

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Kentucky 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. 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
  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 and tax professionals.

Speakers

Lora N Williams
Lora N.
Williams
Williams Law Office, PC
Aaron L Shaw
Aaron L.
Shaw
Shaw Private Client
Madison J Cibulka
Madison J.
Cibulka
Robinson Farthing Spandau Williams LLC
Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Speaker bio
Lora N Williams

Lora N. Williams

Williams Law Office, PC
Lora Williams

is sole owner of Williams Law Office, PC near Greensburg, Indiana, where her primary focus is estate and business planning. She also maintains a creditor collections practice in central Indiana. Ms. Williams is a frequent presenter for National Business Institute, and has previously taught business law courses at Indiana Wesleyan University and Butler University. She earned her B.A. degree from Purdue University, her J.D. degree from Syracuse University and her Master in Public Administration Degree from Syracuse University. Ms. Williams is a member of the Indiana State Bar Association, Indianapolis Bar Association, Decatur County Bar Association and Kentucky Bar Association. She is admitted to practice law in both Indiana and Kentucky.

Speaker bio
Aaron L Shaw

Aaron L. Shaw

Shaw Private Client
Aaron Shaw

is an attorney at this firm Shaw Private Client, where he focuses his practice on estate planning, probate, special needs trusts, and elder law. As a veteran of the U.S. Navy, Mr. Shaw brings a unique understanding of the challenges veterans face when navigating the complex world of the Veterans' Administration. His firsthand experience as a father of two special needs children has also given him deep insight into the complexities of special needs planning. He is a regular speaker on estate planning, asset protection, and elder law issues and serves as the Director of the Elder Law Clinic and adjunct law professor at the University of Louisville School of Law. Mr. Shaw is a member of the National Association of Elder Law Attorneys, the Academy of Special Needs Planners, and Elder Law Answers, and is admitted to practice in Ohio, Kentucky, Indiana, and multiple U.S. District Courts. He earned his B.A. from Pennsylvania State University, summa cum laude, his M.B.A. from Shippensburg University of Pennsylvania, his J.D., cum laude, from the University of Louisville, and his LL.M. in Estate Planning and Elder Law from Western New England School of Law.

Speaker bio
Madison J Cibulka

Madison J. Cibulka

Robinson Farthing Spandau Williams LLC
Madison Cibulka

is an associate attorney with Robinson Farthing Spandau Williams LLC, where she brings a wealth of knowledge and a commitment to serving her clients' needs. Her educational background includes a dual major in accounting and political science at the University of St. Francis (IL), culminating in the attainment of a Bachelor of Arts in business administration. Subsequently, Ms. Cibulka earned her Juris Doctor from the esteemed Indiana University Robert H. McKinney School of Law, located in Indianapolis, Indiana. During her tenure at McKinney, she actively engaged with the Federalist Society and devoted her time as a guardian ad litem and court appointed special advocate for child in need of services cases, reflecting her deep dedication to upholding justice and the welfare of children. Ms. Cibulka's commitment to this cause extends beyond her professional life, as she continues to champion child in need of services cases outside of her regular duties. She possesses firsthand insights into the complexities of corporate succession planning, having witnessed the adverse outcomes resulting from failures in this critical area. She aspires to leverage her extensive experience in estate planning, with over three years of dedicated practice, to guide her clients through the intricate decisions concerning their future. Ms. Cibulka's approach prioritizes a deep understanding of her clients on a personal level, allowing her to tailor solutions that best suit their unique needs. In addition to her proficiency in estate planning, her practice encompasses a diverse array of legal areas, including probate, corporate, and real estate matters.

Speaker bio
Christopher E Denney

Christopher E. Denney

Silvermark CPAs & Advisors
Christopher Denney

, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; Indiana CPA Society; National Association of Certified Valuation Analysts; and Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree in accounting from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.

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