Trusts, Estates & Probate

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Firearms and Gun Trusts in Estate Planning and Probate

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 Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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 Pending 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 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
Benjamin Johns
John Chapman
Mark Graziani
With Benjamin S. Johns from Jones, Gregg, Creehan & Gerace, LLP + 2 others

Mon, Oct 05, 00:00 AM – 00:00 PM

Product ID 102540

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$479

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Overview

The Full-Scope Guide to Getting It Right

Firearms show up in estates more often than most attorneys expect - and the legal framework governing them is anything but straightforward. Federal and state restrictions, NFA compliance requirements, prohibited person rules, and complex transfer mechanics create real exposure for attorneys who aren't up to speed. This program equips you with the tools to handle it all: gun trust drafting, client intake strategies, fiduciary responsibilities, transfer procedures, and the professional responsibility issues that arise when firearms are in the mix. Expand your expertise - register today!

  • Review the federal and state firearms laws most relevant to estate planning and probate.
  • Determine when a gun trust is the right tool and avoid drafting pitfalls.
  • Build a reliable client intake process to handle firearms in estates.
  • Gain strategic planning insights for clients with large or valuable collections.
  • Handle firearm transfers, sales, and distributions with confidence.

Abbreviated Agenda

  1. Firearms Law: Foundations for Estate Planning Attorneys
  2. Client Intake Strategies for Firearms in Estates
  3. Gun Trusts: When, Why, and How
  4. Advising Clients With Large, High-Value, or Special Collections
  5. Firearm Transfers, Sales, and Distributions
  6. Fiduciary Responsibilities
  7. Ethical Considerations

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102540

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 Upon Request 7 Total
Kentucky CLE Upon Request 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Pending 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina 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 Pending 6 Total
Oklahoma CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 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
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Agenda

All times are shown in

  1. Firearms Law: Foundations for Estate Planning Attorneys

    1. Key Federal Laws: The NFA, GCA, and Hughes Amendment
    2. State Law Considerations and Preemption Principles
    3. Regulated Firearms Categories: NFA Items, Handguns, Long Guns, and More
    4. Prohibited Persons: Who Cannot Possess or Receive Firearms
    5. Current Legislative Trends, Ghost Guns, and Emerging Regulatory Issues

  2. Client Intake Strategies for Firearms in Estates

    1. Identifying Firearms at Intake: Questions to Ask, Information to Capture
    2. Flagging Prohibited Person Issues Early in Representation
    3. When to Bring in Outside Specialists (FFL Dealers, Appraisers, Law Enforcement)
    4. Scope of Representation: Setting Expectations With Clients

  3. Gun Trusts: When, Why, and How

    1. Individual Ownership vs. Gun Trust vs. LLC: Choosing the Right Structure
    2. Coordinating Firearms With the Broader Estate Plan
    3. Drafting Considerations and Sample Trust Language
      1. Shared Possession Clauses
      2. Successor Trustee Instructions
      3. Prohibited Person and NFA Compliance Clauses
    4. Drafting Errors and Ambiguous Language to Avoid
    5. Drafting Checklists for Gun Trusts

  4. Advising Clients With Large, High-Value, or Special Collections

    1. When a Collection Triggers Special Planning Considerations
    2. Insurance, Storage, and Security Obligations for High-Value Inventories
    3. Working With Auction Houses, Dealers, and Appraisers
    4. State and Federal Restrictions Unique to Curio and Relic Firearms

  5. Firearm Transfers, Sales, and Distributions

    1. Intrastate vs. Interstate Transfers: Rules and Restrictions
    2. FFL Dealer Requirements and the Transfer Process
    3. Working With FFL Dealers and Other Specialists
    4. Selling Firearms From an Estate: Step-by-Step Overview
    5. NFA Items: ATF Forms, Tax Stamps, and Wait Times
    6. Surrendering, Destroying, or Donating Firearms: Options and Procedures

  6. Fiduciary Responsibilities

    1. Securing Firearms: Immediate Steps and Ongoing Obligations
    2. Identifying and Inventorying Firearms in an Estate
    3. Inventorying NFA Items and Non-NFA Firearms
    4. Valuation Considerations for Common and Special Collections
    5. Verifying Recipient Eligibility and Legally Transferring Firearms
    6. Court Approval, Creditor Claims, and Firearms

  7. Ethical Considerations

    1. Competence: Meeting the Standard When Firearms Are Involved
    2. Conflicts of Interest in Multi-Party Representations
    3. Confidentiality and Prohibited Person Status
    4. Illegal Transfers and Withdrawal Obligations
    5. Disclosing Firearms, NFA Items, and Restricted Assets

Who Should Attend

This program is designed for attorneys. Accountants, trust administrators, and paralegals may also benefit.

Speakers

Benjamin S Johns
Benjamin S.
Johns
Jones, Gregg, Creehan & Gerace, LLP
John W Chapman
John W.
Chapman
Kelly & Chapman
Mark Graziani
Mark
Graziani
Graziani Law, LLC
Speaker bio
Benjamin S Johns

Benjamin S. Johns

Jones, Gregg, Creehan & Gerace, LLP
Benjamin Johns

is an attorney with Jones, Gregg, Creehan & Gerace, LLP in downtown Pittsburgh. He focuses his practice squarely on the "four pillars" of the Orphans' Court: estate planning, estate administration, estate litigation and guardianship. Mr. Johns is active in the Pennsylvania Bar Association's Real Property, Probate and Trust Section, and many elder law and estate planning groups. He earned his B.A. degree from the Honors College at the University of Pittsburgh in 2005 and his J.D. degree from Duquesne University School of Law in 2009.

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Speaker bio
John W Chapman

John W. Chapman

Kelly & Chapman
John Chapman

has practiced law in Maine for over 40 years. He represents PORAC (U.S. Border Patrol), Fraternal Order of Police, Androscoggin County Employee Association, Professional Fire Fighters of Maine and National Correctional Employees Union. Mr. Chapman has co-authored legislation in the area of mental health and firearms with the Governor's Office and the Sportsman's Alliance of Maine. He teaches use of deadly and nondeadly force at the Maine Criminal Justice Academy to cadets, law enforcement firearms instructors and judicial marshals. Mr. Chapman developed and periodically updates the protocol for representation of law enforcement officers involved in critical incidents. He is the counselor at arms for the Gun Owners of Maine, and is an avid shooter, archer and reloader. Mr. Chapman is admitted to practice in the Maine Courts, U.S. District Court for the District of Maine, First Circuit Court of Appeals, U.S. Supreme Court, and Bureau of Alcohol, Tobacco and Firearms.

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Speaker bio
Mark Graziani

Mark Graziani

Graziani Law, LLC
Mark Graziani

is an attorney and owner of Graziani Law, LLC located in Barberton, Ohio. He practices in the areas of bankruptcy protection, estate planning, and probate throughout Ohio from his office in Barberton. Additionally, Mr. Graziani is a veteran and provides services for fellow veterans. He earned his B.S. degree, magna cum laude, from Ohio State University in astronomy; his master's degree in business administration, with honors, from the University of Akron; and his J.D. degree from the University of Akron School of Law.

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