Trusts, Estates & Probate

4.54

Drafting Wills, Trusts, and Other Estate Planning Documents

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 55 minutes
Robin Boren-Coleman Sexton
Christopher Cauble
With Robin Boren-Coleman Sexton from City National Bank + 1 other
Recorded July 16, 2024
Product ID 98044

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Overview

Discover How to Draft Sound Guardianship Documents, Trust Provisions, Wills, and More

This program walks you through the nuts and bolts of creating various estate planning documents. Find out what you need to know about will and trust drafting, financial POAs and medical decision-making, unearth different uses of LLCs in estate planning, and much more. Don't miss this opportunity to hone your skills - register today!

  • Examine sample guardianship documents.
  • Explore the dos and don'ts of beneficiary account designations.
  • Discover guidelines for crafting will distributions provisions, dispute resolution provisions, etc.
  • Uncover practical guidance for developing special use provisions in trusts.
  • Identify essential guidelines for filling out tax forms.

Abbreviated Agenda

  1. Capacity and Guardianship Documents (With Samples)
  2. Beneficiary Account Designations (With Samples)
  3. Financial POAs and Medical Decision-Making (With Samples)
  4. Drafting Wills (With Sample Language)
  5. Essential Trust Provisions (With Samples)
  6. Top Uses of LLCs in Estate Planning
  7. Essential Tax Forms
  8. The Legal Ethics Guide for Trusts and Estates Attorneys

Related Topics

Product ID 98044

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Capacity and Guardianship Documents (With Samples)

  2. Beneficiary Account Designations (With Samples)

  3. Financial POAs and Medical Decision-Making (With Samples)

    1. Advance HealthCare Directives and Medical POAs
    2. Durable vs. Limited Powers of Attorney
    3. Caregiver Agreements

  4. Drafting Wills (With Sample Language)

    1. Spousal Rights
    2. Beneficiary Provisions
    3. Executor Duties and Powers, Distributions Provisions
    4. Titling Assets
    5. Tax Clauses
    6. Dispute Resolution Provisions
    7. Will Execution Basics and New Trends

  5. Essential Trust Provisions (With Samples)

    1. Choosing the Right Type of Trust
    2. Duties and Powers of Trustees
    3. Distributions Provisions
    4. Funding the Trust
    5. Special Use Provisions: Spendthrift, Conditional Clauses, Special Needs, IDGTs, etc.

  6. Top Uses of LLCs in Estate Planning

    1. Investing in Real Estate
    2. Asset Protection
    3. Family Business Succession Planning
    4. Tax Benefits
    5. Sample OA Provisions Important to Estate Planning

  7. Essential Tax Forms

    1. Gift Returns
    2. Income Tax Reporting
    3. Tax-Efficient Transfers
    4. Communicating with the IRS

  8. The Legal Ethics Guide for Trusts and Estates Attorneys

    1. Who is Your Client? Conflicts of Interest and Confidentiality
    2. Clearly Defining Scope of Representation
    3. Attorney Fees and Client Trust Accounts
    4. Data Security and Estate Planning Documents
    5. Client Capacity Considerations
    6. Fiduciary Duties and Liability
    7. How to Address Client Complaints

Who Should Attend

This estate planning documents primer is designed for attorneys. Accountants, tax professionals, trustees, fiduciaries, wealth managers, and paralegals may also benefit.

Speakers

Robin Boren-Coleman Sexton
Robin
Boren-Coleman Sexton
City National Bank
Christopher L Cauble
Christopher L.
Cauble
Cauble, Furr & Beguin, LLP
Speaker bio
Robin Boren-Coleman Sexton

Robin Boren-Coleman Sexton

City National Bank
Robin Boren-Coleman Sexton

with over 28 years of experience as an attorney and counselor, Ms. Boren-Coleman Sexton is a vice president and senior wealth planner at City National Bank, one of the leading providers of wealth management services in the country. She advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Her core competencies include estate planning and fiduciary services, tax planning, trusts, and exit planning. She provides customized and comprehensive solutions for her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax and legal communities. Ms. Boren-Coleman Sexton is passionate about delivering educational seminars, and meeting with clients to decipher their estate planning needs and engage them in the process. She is also a certified exit planning advisor, with a focus on helping business owners prepare for their exit and maximize their value.

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Speaker bio
Christopher L Cauble

Christopher L. Cauble

Cauble, Furr & Beguin, LLP
Christopher Cauble

is the managing partner in the firm of Cauble & Whittington, LLP in Grants Pass, Oregon, practicing in the area of probate and trust litigation, including litigating claims, money that has been stolen by PR's or fiduciaries, defending or prosecuting will contests, and elder abuse litigation. Mr. Cauble also deals with all estate and probate related tax issues. He is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court for the District of Oregon, as well as the Ninth Circuit Court of Appeals and the United States Supreme Court. Mr. Cauble earned his B.A. degree from Willamette University and his J.D. degree, cum laude, from Gonzaga University School of Law. Mr. Cauble is also a member of the Oregon State Bar's Board of Governors from 2020-2024.

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