AZ Specific

Trusts, Estates & Probate

4.6

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

Credits Available

There is no credit available on this course.
OnDemand
2 hours 46 minutes
Sarah Clifford
Kelsi Lane
Linda Brown
With Sarah M. Clifford from Gallagher & Kennedy + 2 others
Recorded December 13, 2023
Product ID 97536

Buy This Course

Course Includes
$299

OnDemand Video

Video Download

Course Book Download

Sorry, the course is no longer available.

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Complete With Essential Sample Forms 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.
  • 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. Planning for Unmarried and Remarried Couples
  4. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions

Related Topics

Product ID 97536

Credit Details

Credits Available

There is no credit available on this course.
Select Jurisdiction

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. 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

  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

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

Sarah M Clifford
Sarah M.
Clifford
Gallagher & Kennedy
Kelsi T Lane
Kelsi T.
Lane
Frazer Ryan Goldberg & Arnold LLP
Linda M Brown
Linda M.
Brown
Black Mountain Law Offices, PLLC
Speaker bio
Sarah M Clifford

Sarah M. Clifford

Gallagher & Kennedy
Sarah Clifford

is an attorney at Davis Miles McGuire Gardner, PLLC. She currently practices business and transactional law, with an emphasis on estate planning, probate, trust administration, business and entity formation, and commercial transactions. Ms. Clifford is a member of the State Bar of Arizona, and is on the Board of Directors of the Tempe Chamber of Commerce. She earned her B.A. degree from Brigham Young University and her J.D. degree, cum laude, from Brigham Young University, J. Reuben Clark Law School, before returning to her native Arizona to practice law. Ms. Clifford is admitted to practice law in Arizona.

View full profile
Speaker bio
Kelsi T Lane

Kelsi T. Lane

Frazer Ryan Goldberg & Arnold LLP
Kelsi Lane

is an attorney at Davis Miles McGuire Gardner, PLLC, where she works to ensure her clients receive prompt communication and expeditious resolution to their legal needs. A significant portion of her practice focuses on probate administration, probate litigation, trust administration, estate planning, and guardianship/conservatorship. Ms. Lane is on the Board of Governors for the State Bar of Arizona, vice chair of the Finance and Audit Committee, and Investment Sub-Committee member. She is also a board member of the Arizona Foundation for Legal Services & Education, chair of the Public Relations Committee, and a member of the Junior League of Phoenix, Community Leadership and Organization Committee. Ms. Lane earned her B.A. degree from Arizona State University, her J.D. degree from Regent University School of Law, and her masters degree from Grand Canyon University. She is licensed to practice law in Arizona and before the U.S. District Court, District of Arizona.

View full profile
Speaker bio
Linda M Brown

Linda M. Brown

Black Mountain Law Offices, PLLC
Linda Brown

operates a solo practice law firm called Black Mountain Law Offices, PLLC, formerly known as Law Offices of Linda Marie Brown, PLLC, that offers a wide range of legal solutions from small businesses to individual legal challenges. Her areas of practice include, but are not limited to business formation, contract review, small business/civil litigation, landlord/tenant matters, personal injury, property damage (DIV claims), wills/trusts/powers of attorney, probate (wills/estates), mediation/arbitration, educator/trainer, and curriculum writer. Ms. Brown volunteers for various youth conferences, mediation competitions, as well as mock trial competitions and provides pro bono legal services for the Disable American Veterans (DAV) Legal Clinic program. She earned her B.I.S. from Arizona State University and her J.D. degree from Thomas Jefferson School of Law. Ms. Brown is admitted to practice law in Arizona.

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
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.
When will the OnDemand be available and how long will I have access to the content?
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.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us