OH Specific

Trusts, Estates & Probate

4.54

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

Credits Available
Credit Status Total
Ohio CLE Approved 6 Total
OnDemand
5 hours 54 minutes
Ethan Welch
Alfred Schneble
Sam Thomas
Cassandra Manna
Brittany Stephen
With Ethan A. Welch from Hickman Lowder Lidrbauch & Welch Co., L.P.A. + 4 others
Recorded February 23, 2024
Product ID 97885

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

Related Topics

Product ID 97885

Credit Details

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

Agenda

All times are shown in

  1. 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

  2. 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

  3. Basic Tax Concerns

    1. Get Updated on Changing Legislation and Case Law
    2. Federal Estate and Gift Tax Update
    3. Individual Income Taxes - Issues You Need to Look At
    4. Generation Skipping Transfer Tax - Recent Changes
    5. Trust Taxation Basics
    6. Disclaimer Trusts
    7. Crummey Powers and the IRS
    8. Frequently Asked Questions About Fiduciary Taxes
    9. Tips for Calculating Tax Deductions

  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

  5. 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

  6. 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

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

Ethan A Welch
Ethan A.
Welch
Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Alfred W Schneble III
Alfred W.
Schneble, III
Alfred Schneble III Attorney at Law
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Cassandra L Manna
Cassandra L.
Manna
Brennan, Manna & Diamond
Brittany Stephen
Brittany
Stephen
Bailey Cavalieri
Speaker bio
Ethan A Welch

Ethan A. Welch

Hickman Lowder Lidrbauch & Welch Co., L.P.A.
Ethan Welch

is an attorney with Hickman Lowder Lidrbauch & Welch Co., L.P.A., where he practices in the areas of elder law, special needs planning, estate planning, Medicaid planning, guardianship, and probate. Mr. Welch graduated magna cum laude from Bowling Green State University and earned his J.D. degree from Ohio Northern University. He is a member of The National Academy of Elder Law Attorneys (NAELA), Ohio State Bar Association and the Cleveland Metropolitan Bar Association.

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Speaker bio
Alfred W Schneble III

Alfred W. Schneble, III

Alfred Schneble III Attorney at Law
Alfred Schneble

is an attorney at law with offices located in Cincinnati and Dayton. His practice areas include personal injury, medical and legal malpractice, domestic relations, civil litigation and wrongful death. Mr. Schneble has served as an expert witness in federal and state cases on the reasonableness of attorney's fees, as well as ethics/professional negligence. He is a member of the Dayton, Cincinnati and Ohio State bar associations, and The Florida Bar. Mr. Schneble had served as an adjunct professor of law for the University of Cincinnati College of Law. He is licensed to practice in all courts in the states of Ohio and Florida, as well as before the local U.S. District and Bankruptcy courts, U.S. Court of Appeals for the Sixth Circuit, and the U.S. Tax Court in Washington, D.C. Mr. Schneble earned his B.S. degree from Marquette University and his J.D. degree from Ohio Northern University.

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Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He practices in the areas of probate, foreclosure prevention, tax resolution, bankruptcy and debt relief. Mr. Thomas earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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Speaker bio
Cassandra L Manna

Cassandra L. Manna

Brennan, Manna & Diamond
Cassandra Manna

is a partner with Brennan, Manna & Diamond (BMD), focusing her practice on estate planning and wealth management. She works with family-run business leadership teams to grow and strengthen a company as it prepares to transition from one generation to the next. In addition, Ms. Manna has extensive experience helping these companies acquire or sell businesses, manage their corporate governance, form and organize an affiliated entity, and negotiate and draft commercial leases. Ms. Manna is chair of BMD's Empowerment & Opportunity (DE&I) committee. She earned her B.S.B.A. from The Ohio State University and her J.D. degree, magna cum laude, from Florida Coastal School of Law. Ms. Manna is a member of the Ohio State Bar Association, The Florida Bar, Estate Planning Council of Cleveland (member), Cleveland's Women in Finance networking group, St. Vincent Church Foundation (board member), St. Vincent-St. Mary High School Foundation (board member), Honor Flight Cleveland (guardian), and the Cleveland Bocce Club (director). She is admitted to practice in Ohio and Florida.

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Speaker bio
Brittany Stephen

Brittany Stephen

Bailey Cavalieri
Brittany Stephen

is an attorney with Bailey Cavalieri, where she is committed to helping individuals and business clients achieve their goals by providing each client with tailored advice and representation to meet their needs. Ms. Stephen's practice focuses on business law, unclaimed property law, trust and estate planning, and probate administration. In addition, she often assists clients with litigation related to these matters. She earned her B.S.B.A. in business-finance from The Ohio State University and her J.D. degree from The Ohio State University Moritz College of Law. Ms. Stephen is a member of the Ohio State Bar Association, Columbus Bar Association, The Florida Bar, Unclaimed Property Professionals Organization, Columbus Bar Association's 2021 Barrister Leadership Program (graduate), and the Columbus Bar Association Estate Planning and Trust committee (chair). She is admitted to practice in Ohio, Florida and the U.S. District Court, Southern District of Ohio.

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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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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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