Trusts, Estates & Probate

4.37

Advanced Wills and Trusts Drafting Tactics

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Washington CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Leslie Share
Travis Weaver
Paul Jones
Aaron Morales
Russell Cook
Patti Spencer
With Leslie A. Share from Packman, Neuwahl & Rosenberg P.A. + 5 others
Recorded October 17, 2023
Product ID 97439

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Overview

Sophisticated Drafting Advice for Experienced Practitioners

Are you confident your current drafting techniques offer your clients the latest and best protections? This beyond-the-basics course offers specific guidance on structuring and executing trusts, optimizing tax, and optimizing charitable giving. Register today!

  • Help your clients maximize their charitable giving potential.
  • Explore current top special needs trust drafting and Medicaid planning approaches.
  • Come away with specific will and trust language suggestions.
  • Help clients make the critical choices on trust structure and funding.

Abbreviated Agenda

  1. Legal Updates: Shifting Tax Climate and Changing Regulations
  2. Critical Choices on Trust Structure and the Assets Used to Fund the Trust
  3. Drafting Complex Will Provisions (With Sample Scenarios and Clauses)
  4. Advanced Charitable Tactics
  5. Special Needs Trusts and Medicaid Planning
  6. Boosting Asset Protection: Lessons From Recent Case Law
  7. Advanced Tax Tactics
  8. Legal Ethics in Will and Trust Drafting
Product ID 97439

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 7 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oregon CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Washington CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Legal Updates: Shifting Tax Climate and Changing Regulations

  2. Critical Choices on Trust Structure and the Assets Used to Fund the Trust

  3. Drafting Complex Will Provisions (With Sample Scenarios and Clauses)

  4. Advanced Charitable Tactics

  5. Special Needs Trusts and Medicaid Planning

    1. Preserving Benefits
    2. Maximizing Allowable Expenses
    3. Specific Trust Language Do's and Don'ts
  6. Boosting Asset Protection: Lessons From Recent Case Law

  7. Advanced Tax Tactics

  8. Legal Ethics in Will and Trust Drafting

    1. Who is Your Client?
    2. Client Capacity
    3. Joint Representation
    4. Conflicts of Interest
    5. Guarding Confidentiality
    6. Attorney Fees and Engagement Agreements

Who Should Attend

This advanced drafting guide is designed for attorneys. Accountants, trust officers, tax professionals, and paralegals will also benefit.

Speakers

Leslie A Share
Leslie A.
Share
Packman, Neuwahl & Rosenberg P.A.
Travis R Weaver
Travis R.
Weaver
Weaver Firm
Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Aaron Morales
Aaron
Morales
Cook Tillman Law Group
Russell Cook
Russell
Cook
Cook Tillman Law Group
Patti S Spencer
Patti S.
Spencer
Spencer Law Firm LLC
Speaker bio
Leslie A Share

Leslie A. Share

Packman, Neuwahl & Rosenberg P.A.
Leslie Share

is a shareholder in Packman, Neuwahl & Rosenberg P.A., specializing in the areas of domestic and international tax, estate, and wealth preservation planning. He has advised clients in numerous and diverse areas, such as Broadway theatrical productions, domestic and foreign real estate like-kind exchanges, internet sales, services and licensing tax planning, advanced domestic and foreign wealth preservation techniques, U.S. tax treaties, Internal Revenue Service examinations, voluntary compliance programs, and preferred structures for inbound and outbound business and investment planning. Mr. Share has written for publications such as Checkpoint Catalyst, The Florida Bar Journal, Asset Protection Journal, Estate Planning, Entertainment Law & FinanceUniversity of Florida Law Review, and an American Bar Association book entitled Foreign Investment in U.S. Real Estate-A Comprehensive Guide. He is currently a guest lecturer at the University of Miami Law School Graduate Program in taxation. Mr. Share earned his B.A. degree from Northwestern University; his J.D. degree, with honors, from the University of Florida; and his Master of Laws degree in taxation from New York University.

Speaker bio
Travis R Weaver

Travis R. Weaver

Weaver Firm
Travis Weaver

is a partner with the Weaver Firm, where he offers deep legal knowledge and strong personal commitment to helping obtain nursing home benefits; protect assets through a will; claim ownership of inherited property or cash; and negotiate business transactions. Mr. Weaver is a member of the National Academy of Elder Law, State Bar of Texas, Tarrant County Bar Association, Tarrant County Probate Bar Association, Denton County Bar Association and Wise County Bar Association. He earned his B.A degree from Texas A & M University, his M.B.A. degree from Texas Tech University, and his J.D degree from Texas Tech University School of Law.

Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale & Wood, PLLC, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah, and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah; and his Masters of Prof. Accountancy degree from Weber State University.

Speaker bio
Aaron Morales

Aaron Morales

Cook Tillman Law Group
Aaron Morales

is an attorney with Cook Tillman Law Group in Brentwood, Tennessee. He practices in the area of estate planning. Mr. Morales earned his B.A. degree from California Polytechnic State University, San Luis Obispo; and his J.D. degree from Golden Gate University, School of Law, San Francisco. He is licensed to practice law in Tennessee and California.

Speaker bio
Russell Cook

Russell Cook

Cook Tillman Law Group
Russell Cook

is a founder and partner in the Cook Tillman Law Group in Brentwood, Tennessee. He is the first attorney to be recognized as an estate planning specialist by the Tennessee Board of Certification and Specialization, and holds the accredited estate planner and estate planning law specialist designations with the National Association of Estate Planners and Councils. Mr. Cook earned his B.A. degree from the State University of New York at Albany and his J.D. degree from American University, Washington College of Law, Washington, District of Columbia. He is a member of the National Association of Estate Planners and Councils, Middle Tennessee Estate Planning Council, and Tennessee Bar Association.

Speaker bio
Patti S Spencer

Patti S. Spencer

Spencer Law Firm LLC
Patti Spencer

is an attorney with Metzger and Spencer, LLP and Spencer Law Firm LLC in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column Taxing Matters, which appeared in the Lancaster Intelligencer Journal's Business Monday Section for 14 years. She also has written Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, which is updated annually. Ms. Spencer earned her B.A. degree from Dickinson College, her J.D. degree from Boston University and her LL.M. degree from Boston University. She is a fellow of the American College of Trust and Estate Counsel.

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Are multiple attendee discounts available?
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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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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