Trusts, Estates & Probate

WA Specific

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

Credits Available
Credit Status Total
Washington CLE Approved 6 Total
OnDemand
5 hours 57 minutes
M. Geoffrey Jones
Brian Isaacson
Julie Olds
Amber Quintal
With M. Geoffrey G. Jones from Newton Kight LLP + 3 others
Recorded November 30, 2023
Product ID 97392

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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. Trusts as Alternatives to Wills
  2. Key Elements of Effective Wills
  3. Ethics
  4. Basic Tax Concerns
  5. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions
  6. Planning for Unmarried and Remarried Couples

Related Topics

Product ID 97392

Credit Details

Credits Available
Credit Status Total
Washington CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

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

M. Geoffrey G Jones
M. Geoffrey G.
Jones
Newton Kight LLP
Brian G Isaacson
Brian G.
Isaacson
Washington Elder Law PLLC
Julie H Olds
Julie H.
Olds
Law Office of Julie H. Olds, PLLC
Amber K Quintal
Amber K.
Quintal
Ogden Murphy Wallace P.L.L.C.
Speaker bio
M. Geoffrey G Jones

M. Geoffrey G. Jones

Newton Kight LLP
M. Geoffrey Jones

is managing partner in the Everett firm of Newton Kight LLP. He has a general practice, concentrating primarily in the area of elder law and guardianships. Mr. Jones' practice emphasizes probate, guardianship and estate planning, and other areas relating to elder law. He previously worked as an assistant attorney general for the Washington State Attorney General's Office in Olympia, where he represented several state agencies in civil matters, including the Department of Employment Security, Department of General Administration and Department of Information Systems. Mr. Jones is a member of the Washington State Bar Association. He earned his B.A. degree from The Evergreen State College and his J.D. degree from the University of Oregon.

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Speaker bio
Brian G Isaacson

Brian G. Isaacson

Washington Elder Law PLLC
Brian Isaacson

is a sole practitioner in Seattle at Isaacson Law Firm. He is a member of the Academy of Attorney-CPAs, whose practice focuses on IRA planning, estate and trust tax planning and controversy, and Medicaid benefits planning. Mr. Isaacson is the co-author of a handbook titled, Protect Your IRA, Avoid the 5 Common Mistakes. He earned his B.A. degree from St. Martin's College, his J.D. degree from Seattle University School of Law and his LL.M. degree in taxation from the University of Denver.

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Speaker bio
Julie H Olds

Julie H. Olds

Law Office of Julie H. Olds, PLLC
Julie Olds

is a solo practitioner in Spokane, Washington at the Law Office of Julie H. Olds, PLLC. Her practice areas include wills, trusts, probate, elder law, corporate and not for profit law. Ms. Olds is a member of the Washington State Bar Association and the Spokane Estate Planning Counsel. She has a LL.M. degree in taxation from the University of Florida School of Law.

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Speaker bio
Amber K Quintal

Amber K. Quintal

Ogden Murphy Wallace P.L.L.C.
Amber Quintal

is a member of Ogden Murphy Wallace P.L.L.C. She is in the firm's Business Department and Tax Practice Group. Ms. Quintal's practice includes federal, state and local taxation; general business for public and private sector clients; and estate planning for high-net-worth individuals, professionals and business owners. Her practice encompasses tax efficient planning for individuals and businesses throughout the entire business lifecycle, defending taxpayers before both the IRS and the Washington Department of Revenue in audits and administrative appeals, wealth transfer planning for high-net-worth individuals and business owners, and tax-exempt organization advice and planning. Ms. Quintal's clients include high-net-worth individuals; business owners; professionals and key employees; closely held corporations, partnerships and limited liability companies; municipalities; and tax-exempt entities including hospitals, schools, other public charities and private foundations. Since 2014, she has also taught Federal Tax Research and Writing as a part-time lecturer for the University of Washington School of Law Graduate Tax Program (LL.M.), and Federal Tax Research and Decision Making for the Golden Gate University Masters in the Taxation Program. Ms Quintal is a member of the Washington State and American bar associations, and the Estate Planning Council of Seattle. She earned her B.A. degree the University of Washington, her J.D. and M.B.A. degrees concurrently from the University of Washington School of Law and the University of Washington Foster Business School, and her LL.M. degree, in taxation, also from the University of Washington School of Law.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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