Trusts, Estates & Probate

TX Specific

4.5

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

Credits Available
Credit Status Total
Texas CLE Approved 6 Total
OnDemand
5 hours 54 minutes
Deshonda Charles
Joseph Collins
Terry Garrett
Tyriece Hampton
With Deshonda P. Charles from D. Charles Law Firm, PLLC + 3 others
Recorded August 06, 2024
Product ID 98620

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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 98620

Credit Details

Credits Available
Credit Status Total
Texas 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. Assess the Impact of the State Estate Tax
    4. Individual Income Taxes - Issues You Need to Look At
    5. Generation Skipping Transfer Tax - Recent Changes
    6. Trust Taxation Basics
    7. Disclaimer Trusts
    8. Crummey Powers and the IRS
    9. Frequently Asked Questions About Fiduciary Taxes
    10. Tips for Calculating Tax Deductions
    11. Why a Comparison to Neighboring States' Taxes is Important

  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

Deshonda P Charles
Deshonda P.
Charles
D. Charles Law Firm, PLLC
Joseph Collins
Joseph
Collins
Haynes and Boone, LLP
Terry L Garrett
Terry L.
Garrett
The Garrett Law Firm, PLLC
Tyriece Hampton
Tyriece
Hampton
Carpenter & Associates
Speaker bio
Deshonda P Charles

Deshonda P. Charles

D. Charles Law Firm, PLLC
Deshonda Charles

, president and CEO of D. Charles Law Firm, PLLC, has over 20 years of experience practicing law in the areas of estate planning and probate litigation, family law, and employment discrimination litigation. She is licensed to practice law in the states of Texas, Louisiana, New York and Connecticut; before the U.S. District Court for the Southern District of Texas; and before the Court of Appeals for the Fifth Circuit. Ms. Charles is a member of the Houston Lawyers Association (past president), The Greater New Orleans Louis A. Martinet Society Legal Society, The National Bar Association, and The College of the State Bar of Texas. She earned her B.A. degree from Loyola University New Orleans and her J.D. degree from Tulane University Law School also in New Orleans.

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Speaker bio
Joseph Collins

Joseph Collins

Haynes and Boone, LLP
Joseph Collins

is an attorney with Haynes and Boone, LLP where his practice focuses on designing and implementing comprehensive estate plans and business succession techniques, while minimizing estate, gift, generation-skipping and income tax consequences; forming and administering family business entities; representing clients in probate matters; developing and implementing plans for protecting clients' privacy; and advising clients on trust and estate administration matters. Mr. Collins earned his B.A. degree from the University of Georgia, his J.D. degree (editor-in-chief, International Trade Law Journal) from South Texas College of Law Houston and his Master of Law in taxation from New York University School of Law. He is admitted to practice in California and Texas.

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Speaker bio
Terry L Garrett

Terry L. Garrett

The Garrett Law Firm, PLLC
Terry Garrett

works in elder, estate and special needs planning; guardianship; and probate at The Garrett Law Firm, PLLC, in Austin, Texas. She is a certified elder law attorney. Ms. Garrett graduated with honors from Cornell University, was on the Dean's List at Wharton, earned the Parker Award and a Mellon Fellowship at Columbia University School of Law, and did post-graduate work at Harvard. She serves on the board of the Texas chapter of the National Academy of Elder Law Attorneys and the federal advocacy committee of Elder Law Attorneys. Ms. Garrett presents for the Alzheimer's Association, has taught for the National Alliance on Mental Illness and is a member of the Estate Planning Council of Central Texas.

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Speaker bio
Tyriece Hampton

Tyriece Hampton

Carpenter & Associates
Tyriece Hampton

is a probate attorney at Carpenter & Associates in Plano, Texas. He earned his undergraduate degree from Texas Tech University and his J.D. degree from Texas Southern University's Thurgood Marshall School of Law. Mr. Hampton has served as the guest speaker at estate planning seminars put on by his family funeral business in Amarillo, Texas.

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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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