NV Specific

Trusts, Estates & Probate

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

Credits Available
Credit Status Total
Nevada CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Cassandra Walsh
Jeffrey Luszeck
John White
Jason Sadow
Brian Steadman
Marc Kustner
With Cassandra J. Walsh from Woodburn and Wedge + 5 others
Recorded December 11, 2024
Product ID 99321

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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 99321

Credit Details

Credits Available
Credit Status Total
Nevada 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

Cassandra J Walsh
Cassandra J.
Walsh
Woodburn and Wedge
Jeffrey P Luszeck
Jeffrey P.
Luszeck
Solomon Dwiggins Freer & Steadman, LTD.
John A White Jr.
John A.
White, Jr.
White Law Chartered
Jason M Sadow
Jason M.
Sadow
Sadow and Rothenberg Law Firm
Brian K Steadman
Brian K.
Steadman
Solomon Dwiggins Freer & Steadman
Marc R Kustner
Marc R.
Kustner
Solomon Dwiggins Freer Steadman LTD.
Speaker bio
Cassandra J Walsh

Cassandra J. Walsh

Woodburn and Wedge
Cassandra Walsh

is an attorney with Woodburn and Wedge, practicing primarily in the areas of estate planning, estate and trust administration, probate, business, and corporate law. She earned her Bachelor of Science in finance and business management, University of Nevada; and her Juris Doctor (cum laude), certified in taxation law, New England Law. Ms. Walsh serves as the secretary of the Planned Giving Roundtable of Northern Nevada and is a member of the Estate Planning Counsel of Northern Nevada, Northern Nevada Women Lawyers Association, Probate Bar Association of Washoe County and Washoe County Bar Association.

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Speaker bio
Jeffrey P Luszeck

Jeffrey P. Luszeck

Solomon Dwiggins Freer & Steadman, LTD.
Jeffrey Luszeck

is a partner in the law firm of Solomon Dwiggins Freer & Steadman, LTD., where he focuses his practice primarily in trust and estate litigation and small business litigation. He has represented heirs, beneficiaries, creditors and fiduciaries in contested matters affecting all aspects of trusts and estates, including undue influence, testamentary and contractual capacity, unjust enrichment, forgery, fraud and technical incapacity. Mr. Luszeck also handles all aspects of trusts and estate administration. He is admitted to practice in Nevada and before the U.S. District Court for the District of Nevada. Mr. Luszeck is a member of the Clark County Bar Association, American Bar Association and the State Bar of Nevada. He earned his B.A. degree, magna cum laude, from Brigham Young University; and his J.D. degree from Indiana University School of Law.

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Speaker bio
John A White Jr.

John A. White, Jr.

White Law Chartered
John White

is an attorney at White Law Chartered, where he practices in the areas of estate planning and probate. He is a member of the State Bar of Nevada and also the Washoe County, Northern Nevada Bankruptcy and American bar associations. Mr. White is also a member of the Probate Bar Association of Washoe County. He is admitted to practice in Nevada and to the U.S. Supreme Court. Mr. White has successfully argued published cases before the Nevada Supreme Court and the Ninth Circuit Court of Appeals. He earned his B.A. degree at the University of Nevada and his J.D. degree from George Washington University Law School.

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Speaker bio
Jason M Sadow

Jason M. Sadow

Sadow and Rothenberg Law Firm
Jason Sadow

is an attorney at Sadow and Rothenberg Law Firm. He focuses his practice in estate planning and elder law with a strong affinity for special needs planning. Mr. Sadow earned his B.S. degree from the University of Phoenix and his J.D. degree at the Boyd School of Law. He is a member of the American Bar Association, Clark County Bar Association, Elder Counsel, and Economic Club of Las Vegas. Mr. Sadow is admitted to practice law in Nevada.

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Speaker bio
Brian K Steadman

Brian K. Steadman

Solomon Dwiggins Freer & Steadman
Brian Steadman

is a partner with the law firm of Solomon Dwiggins Freer & Steadman, LTD., where he concentrates his practice in estate planning, business planning, probate administration, trust administration and asset protection. Mr. Steadman earned his B.A. degree from the University of Utah and his J.D. degree, cum laude, from Creighton University, where his studies concentrated in the areas of taxation and business law. He is licensed to practice law in all state and federal courts in Nevada. Mr. Steadman is a member of the American Bar Association, Clark County Bar Association and State Bar of Nevada.

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Speaker bio
Marc R Kustner

Marc R. Kustner

Solomon Dwiggins Freer Steadman LTD.
Marc Kustner

is an attorney at Solomon Dwiggins Freer & Steadman, LTD. He focuses his practice on estate planning, business planning and trust administration practice. Mr. Kustner is experienced in navigating the complexities of trusts and estates for high net-worth clients, helping them to avoid probate, incorporate valuable asset protections, and reduce their exposure to federal estate taxes. He earned his B.A. degree from the University of Pennsylvania; his J.D. degree, magna cum laude, from the William S. Boyd School of Law at the University of Nevada, Las Vegas; and was a recipient of the Dean's Award for his individual contributions of note to the law school community. Mr. Kustner is a member of the Clark County Bar Association and Southern Nevada Estate Planning Council. He is admitted to practice law in Nevada.

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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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