Trusts, Estates & Probate

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Wills and Testamentary Trusts: A Practical Drafting Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Approved 4 Total
Idaho CLE Approved 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Upon Request 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 4 Total
Ohio Certified Paralegals Approved 4 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 4 Total
Live Online
4 hours
James Reddy
Misty Piekaar
With Joann M. Hennessey from Joann M. Hennessey, PL + 2 others

Tue, Nov 17, 00:00 AM – 00:00 PM

Product ID 102663

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Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Draft Airtight Documents - Clause by Clause

One vague residuary clause, a guardian you forgot to name, or a will that doesn't talk to the client's living trust - a single misstep can send a carefully built estate plan into probate court for years-long disputes. This practical, plain-English workshop walks you through the will and the testamentary trust the way you actually draft them: from the opening identification clause to the signature page. You'll see which assets a will controls (and which it never touches), how to build a trust inside the will for minors and vulnerable beneficiaries, and exactly how a pour-over provision ties the will to a revocable living trust so nothing slips through the cracks. You'll leave with clause-level drafting instincts, a pre-signing review checklist, and the confidence to handle the case from intake to execution. Register today!

  • Match the right tool to the client and know exactly what a will can and cannot control.
  • Draft the core will provisions that hold up: residuary, bequests, and personal property dispositions.
  • Build testamentary trusts that protect minors, young adults, and vulnerable beneficiaries.
  • Coordinate the will with a revocable living trust using a clean, valid pour-over provision.
  • Name and empower fiduciaries and guardians without leaving gaps.
  • Spot the ambiguities and oversights that breed will contests and malpractice claims.

Abbreviated Agenda

  1. Is a Will the Right Tool? Matching the Plan to the Client
  2. Drafting the Will: Core Provisions That Hold Up
  3. Testamentary Trusts: Building the Trust Inside the Will
  4. The Pour-Over Will: Coordinating the Will With a Revocable Trust
  5. Fiduciaries, Guardians, and Execution Formalities
  6. Common Drafting Pitfalls and Malpractice Traps

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 102663

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 4 Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Approved 4 Total
Idaho CLE Approved 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 4.5 Total
Kentucky CLE Approved 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Upon Request 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Texas CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Delaware Certified Paralegal Program Approved 4 Total
Florida Registered Paralegal Approved 5 Total
Indiana Paralegal CLE Approved 4 Total
Montana CLE Credit for Paralegals Approved 4 Total
North Carolina Continuing Paralegal Education Approved 4 Total
New Mexico Paralegal Division, State Bar of Approved 4 Total
Ohio Certified Paralegals Approved 4 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 4 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Is a Will the Right Tool? Matching the Plan to the Client

    1. What Passes Under a Will vs. by Beneficiary Designation, Joint Title, or Trust
    2. Probate in Brief: The Process and When to Plan Around It
    3. A Practical Intake: The Goals, Family, and Asset Questions That Drive the Draft

  2. Drafting the Will: Core Provisions That Hold Up

    1. Opening Clauses: Identification, Family, and Revocation of Prior Wills
    2. Specific Bequests, Tangible Personal Property, and the Personal Property Memorandum
    3. The Residuary Clause, the Most Important Paragraph in the Will
    4. Debts, Expenses, and Tax Apportionment
    5. Simultaneous Death, Survivorship, and Lapse/Anti-Lapse

  3. Testamentary Trusts: Building the Trust Inside the Will

    1. When a Testamentary Trust Beats an Outright Gift: Minors, Young Adults, Spendthrift, and Blended Families
    2. Distribution Standards That Work: HEMS and Practical Alternatives
    3. Trustee Selection, Successor Trustees, and the Core Trustee Powers to Include
    4. Special Needs and Supplemental Needs Considerations
    5. How a Testamentary Trust is Funded at Death and Basic Administration

  4. The Pour-Over Will: Coordinating the Will With a Revocable Trust

    1. How the Pour-Over Provision Works and Why It Exists
    2. Validating the Pour-Over: UTATA and Incorporation by Reference
    3. Coordinating the Will, the Revocable Living Trust, and Beneficiary Designations
    4. The Number-One Failure Point: An Unfunded or Underfunded Trust
    5. Sample Pour-Over Language and a Drafting Checklist

  5. Fiduciaries, Guardians, and Execution Formalities

    1. Naming Personal Representatives/Executors and Successors
    2. Guardian and Conservator Nominations for Minor Children
    3. Execution Formalities, Witnesses, and Self-Proving Affidavits
    4. Remote and Electronic Wills: Where the Law Stands

  6. Common Drafting Pitfalls and Malpractice Traps

    1. Ambiguous Bequests and the Clauses that Breed Litigation
    2. Outdated Wills, Divorce, and Forgotten Beneficiary Designations
    3. Capacity and Undue Influence: How to Document the File
    4. Items Often Missed or Omitted
    5. A Clause-by-Clause Review Checklist Before the Client Signs

Who Should Attend

This program is designed for attorneys. Paralegals and legal assistants who prepare estate planning documents will also benefit, as will trust officers and financial advisors who coordinate with estate counsel.

Speakers

JH
Joann M.
Hennessey
Joann M. Hennessey, PL
James D Reddy
James D.
Reddy
James D. Reddy, P.C.
Misty L Piekaar
Misty L.
Piekaar
Piekaar Law Firm, PLLC
Speaker bio
JH

Joann M. Hennessey

Joann M. Hennessey, PL
Joann Hennessey

is a dedicated bankruptcy attorney at Joann M. Hennessey, PL, assisting individuals and businesses facing financial challenges. She focuses her practice on Chapter 7, Chapter 11, and Chapter 13 bankruptcy proceedings. Ms. Hennessey provides comprehensive legal guidance to help clients navigate the complexities of bankruptcy law and achieve financial relief. She earned her bachelor's degree from the University of Detroit Mercy and her J.D. degree from University at Buffalo. Ms. Hennessey is admitted to practice law in Florida.

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Speaker bio
James D Reddy

James D. Reddy

James D. Reddy, P.C.
James Reddy

is a sole practitioner in Lindenhurst, New York (Suffolk County), where his main areas of practice are trusts and estates, real property, and family law, mostly in the litigation area, both at the trial level and appellate level. Mr. Reddy has litigated numerous deed contests, will contests, trust litigations, divorces, child custody disputes, and other related matters over the past two decades. He has presented many seminars for National Business Institute in the areas of estate planning, and recently presented a National Business Institute seminar on complex custody and support issues. Mr. Reddy earned his B.S.B.A. degree from Georgetown University and his J.D. degree, cum laude, from St. John's University School of Law.

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Speaker bio
Misty L Piekaar

Misty L. Piekaar

Piekaar Law Firm, PLLC
Misty Piekaar

is an attorney at Piekaar Law Firm, PLLC, and has advised many clients on estate planning strategies that address the consequences of transferring assets, tax liabilities, business interests and proper planning for retirement, marriage and incapacity. She also has assisted many clients with estate administration, elder law and guardianships. Ms. Piekaar is a member of the North Carolina Bar Association, Wake County Bar Association, and a member of the Estate Planning Section of the North Carolina Bar Association. She earned her J.D. degree from North Carolina Central University School of Law and her undergraduate degree in international studies from the University of North Carolina at Chapel Hill.

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