Trusts, Estates & Probate

4.59

Wills vs. Trusts: The Ultimate Guide

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware 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
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee 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
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 52 minutes
Christopher Bondani
Douglas Fendrick
Sara Bragdon
C. Blake West
With Christopher J. Bondani from Hill & Bondani, PLLC + 3 others
Recorded October 03, 2024
Product ID 98424

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Overview

How to Choose and Craft the Right Planning Tools

Estate planning is a delicate balancing act of finding the right solutions to the clients' unique circumstances and (often conflicting) priorities. This essential wills and trusts guide walks you through the decision-making process and offers practical knowledge for drafting essential estate planning documents. Register today!

  • Recognize when you should use a will and when a trust is a better option.
  • Get the sample documents you need to draft airtight wills.
  • Know when to use revocable vs. irrevocable trusts.
  • Draft personalized trust forms and plan out distributions.

Abbreviated Agenda

  1. What Questions to Ask Your Clients and Why
  2. How the Nature and Value of the Assets Contributes to the Choice of Planning Tools
  3. Wills and Testamentary Trusts: Key Functions and Provisions (with Sample Documents)
  4. Executor/Trustee Duties and Responsibilities
  5. Tax Considerations
  6. Complexity of Distributions
  7. Flexibility: Which Tools are Easier to Update/Modify?
  8. Living Trust Structures and Provisions
  9. Legal Ethics Considerations

Related Topics

Product ID 98424

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Alaska CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware 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
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee 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
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. What Questions to Ask Your Clients and Why

    1. Current and Future Needs: Medical and Financial
    2. Planning Priorities, Values, Religion, Culture
    3. Travel, Citizenship
    4. Family Dynamics, Prior Marriages, Stepchildren
    5. Creditor Issues, Spending Habits
    6. Beneficiary Needs and Dynamics
    7. What Planning Tools are Already in Place

  2. How the Nature and Value of the Assets Contributes to the Choice of Planning Tools

  3. Wills and Testamentary Trusts: Key Functions and Provisions (with Sample Documents)

    1. When to Use a Simple Will
    2. Preliminary Clauses
    3. Bequests and Gifts
    4. Tangible Personal Property Provisions
    5. Real Property Provisions
    6. Fiduciary Powers and Appointments
    7. Will Execution

  4. Executor/Trustee Duties and Responsibilities

  5. Tax Considerations

  6. Complexity of Distributions

  7. Flexibility: Which Tools are Easier to Update/Modify?

  8. Living Trust Structures and Provisions

    1. Revocable vs. Irrevocable Trusts
    2. Trust Situs and Choice of Law
    3. Key Provisions: Standardized vs. Custom Drafting
    4. Power of Appointment, Trust Protectors and Added Levels of Oversight
    5. Pour-Over Wills
    6. SNTs and Other Special Use Trusts
    7. Trust Funding

  9. Legal Ethics Considerations

    1. Attorney Fees and Client Trust Accounts
    2. Conflicts of Interest
    3. Representing Spouses
    4. Guarding Confidentiality
    5. Verifying Testamentary Capacity
    6. Preventing Fraudulent Transfers
    7. Common UPL Risks

Who Should Attend

This trusts and estates course is designed for attorneys. Accountants, trustees, executors, estate planners, and paralegals will benefit.

Speakers

Christopher J Bondani
Christopher J.
Bondani
Hill & Bondani, PLLC
Douglas A Fendrick
Douglas A.
Fendrick
Fendrick Morgan
Sara G Bragdon
Sara G.
Bragdon
Akridge & Balch P.C.
C. Blake West
C. Blake
West
Vertical Estate Planning, LLC
Speaker bio
Christopher J Bondani

Christopher J. Bondani

Hill & Bondani, PLLC
Christopher Bondani

is a solo practitioner with Hill & Bondani, PLLC, and practices in Jacksonville and Ponte Vedra Beach, Florida. He offers legal advice and assistance in connection with a wide variety of complex legal matters that include estate planning, trusts, probate, asset protection, business law, limited liability company law, partnerships, corporations, not for profits, tax law, elder law, and deferred compensation/ERISA. Mr. Bondani is a member of The Florida Bar and is admitted to practice before the U.S. Tax Court. He earned his B.S. degree from the University of Tennessee at Chattanooga; his J.D. degree, magna cum laude, from Florida Coastal School of Law; and his LL.M. degree, in tax law, from the University of Florida, Levin College of Law.

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Speaker bio
Douglas A Fendrick

Douglas A. Fendrick

Fendrick Morgan
Douglas Fendrick

maintains his law office of Fendrick Morgan in Cherry Hill, New Jersey. His practice concentrates in the areas of estate planning, elder law and estate administration. Mr. Fendrick is admitted to practice in New Jersey and Pennsylvania, and before the U.S. Tax Court. He is a certified elder law attorney through the National Elder Law Foundation; an accredited estate planning specialist through the American Bar Association; and a certified public accountant. Mr. Fendrick is accredited by the Veterans Administration to counsel clients regarding veterans benefits. He was a former trial attorney with the Office of Chief Counsel, Internal Revenue Service in Philadelphia, Pennsylvania. Mr. Fendrick is a member of the Camden County and Burlington County bar associations, as well as the South Jersey Estate Planning Counsel. He earned his B.S. degree, cum laude, from Rider University; his J.D. degree from Rutgers University School of Law; and his LL.M degree from Temple University.

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Speaker bio
Sara G Bragdon

Sara G. Bragdon

Akridge & Balch P.C.
Sara Bragdon

is an attorney and shareholder with the law firm of Akridge & Balch P.C., located in Auburn, Alabama, where her areas of practice include probate and litigation. She is a member of the Lee County Bar Association, Lee County Young Professionals, and the State Bar of Georgia. Ms. Bragdon is licensed to practice in Alabama and Georgia. She earned her B.A. degree from Auburn University and her J.D. degree from Faulkner Law.

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Speaker bio
C. Blake West

C. Blake West

Vertical Estate Planning, LLC
C. Blake West

is a member of Vertical Estate Planning, LLC. He practices estate planning and elder law, including VA benefit, Medicaid planning, special needs provisions. and asset protection. He also deals with estate related tax issues. Mr. Blake is a frequent lecturer and past vice president and president of Cullman County Bar Association. He was also on the Advisory Council for Elder Law Section of the Alabama State Bar in 2020-2022. He earned his B.S. degree from Auburn University and his J.D. degree from Birmingham School of Law.

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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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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.
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