Trusts, Estates & Probate

4.4

Drafting and Administering Wills

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama 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
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana 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
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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 56 minutes
Kelsi Lane
Megan Clark Flynt
Matthew Rappaport
Dominique Carmichael Braggs
Chelsea Hesla
James Curry
Kim Smith
Robyn Hicks-Guinn
With Kelsi T. Lane from Frazer Ryan Goldberg & Arnold LLP + 7 others
Recorded January 23, 2025
Product ID 99635

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Overview

The Most Effective Strategies for Crafting Comprehensive Wills

Build your skills! In this full-day program, our seasoned instructors delve into essential guidelines for creating and administering wills. Examine best practices for drafting for flexibility, uncover practical guidance for drafting tax provisions, and discovery tactics for addressing issues with will validity. Secure your spot now - register today!

  • Get up to speed on the latest trends in will drafting.
  • Determine which provisions you need to include in a will.
  • Gain expert advice for addressing unique issues in wills.
  • Review the process of administering a will.
  • Demonstrate best practices for handling authentication issues in probate.

Abbreviated Agenda

  1. Emerging Trends and Hot Topics in Will Drafting (Including ChatGPT)
  2. Will-Drafting Essentials
  3. Unique Tax Considerations When Drafting Wills
  4. Special Will-Drafting Tips (Blended Families, Disabled Individuals, etc.)
  5. Administering the Will: Key Procedures and Tactics
  6. Will Validity and Authentication Issues in Probate
  7. Advance Directives (Including Living Wills)
  8. Ethical Considerations
Product ID 99635

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama 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
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana 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
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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. Emerging Trends and Hot Topics in Will Drafting (Including ChatGPT)

  2. Will-Drafting Essentials

    1. Key Will and Testamentary Trust Provisions
    2. Spousal Rights
    3. Beneficiary Provisions
    4. Distributions Provisions; Executor Duties and Powers
    5. Drafting for Flexibility, Making Revisions, and Resolving Disputes
  3. Unique Tax Considerations When Drafting Wills

  4. Special Will-Drafting Tips (Blended Families, Disabled Individuals, etc.)

  5. Administering the Will: Key Procedures and Tactics

  6. Will Validity and Authentication Issues in Probate

  7. Advance Directives (Including Living Wills)

  8. Ethical Considerations

    1. Conflicts of Interest
    2. Safeguarding Client Confidentiality
    3. Attorneys' Fees
    4. Client Communication
    5. Who Is Your Client?
    6. Client Capacity

Who Should Attend

This program is designed for attorneys. Accountants, trust officers, tax professionals, and paralegals may also benefit.

Speakers

Kelsi T Lane
Kelsi T.
Lane
Frazer Ryan Goldberg & Arnold LLP
Megan Clark Flynt
Megan Clark
Flynt
Lugenbuhl, Wheaton, Peck, Rankin & Hubbard
Matthew E Rappaport
Matthew E.
Rappaport
Falcon Rappaport & Berkman LLP
Dominique Carmichael Braggs
Dominique
Carmichael Braggs
Braggs Law Offices, PLLC
Chelsea A Hesla
Chelsea A.
Hesla
Spencer Fane LLP
James J Curry Jr.
James J.
Curry, Jr.
The Law Office of James J. Curry, Jr., LLM
Kim M Smith
Kim M.
Smith
Kim Smith Law Group, PLLC
Robyn Hicks-Guinn
Robyn
Hicks-Guinn
Hicks-Guinn Law
Speaker bio
Kelsi T Lane

Kelsi T. Lane

Frazer Ryan Goldberg & Arnold LLP
Kelsi Lane

is an attorney at Frazer Ryan Goldberg & Arnold LLP, where she works to ensure her clients receive prompt communication and expeditious resolution to their legal needs. A significant portion of her practice focuses on probate administration, probate litigation, trust administration, estate planning, and guardianship/conservatorship. Ms. Lane is on the Board of Governors for the State Bar of Arizona, vice chair of the Finance and Audit Committee, and Investment Sub-Committee member. She is also a board member of the Arizona Foundation for Legal Services and Education, chair of the Public Relations Committee, and a member of the Junior League of Phoenix, Community Leadership and Organization Committee. Ms. Lane earned her B.A. degree from Arizona State University, her J.D. degree from Regent University School of Law and her master's degree from Grand Canyon University. She is licensed to practice law in Arizona and before the U.S. District Court, District of Arizona.

Speaker bio
Megan Clark Flynt

Megan Clark Flynt

Lugenbuhl, Wheaton, Peck, Rankin & Hubbard
Megan Clark Flynt

is an attorney in the Baton Rouge, Louisiana office of the law firm of Lugenbuhl, Wheaton, Peck, Rankin & Hubbard. Her broad experience allows her to assist clients in three primary areas of practice including, estate planning, family law and general litigation. Ms. Clark Flynt earned her B.S. degree from Louisiana State University at Alexandria and her J.D. degree from LSU Paul M. Hebert Law Center. She is admitted to practice in Louisiana. Ms. Clark Flynt is a member of the Louisiana State Bar Association, Baton Rouge Bar Association (Family Law /Young Lawyers Section), Lafayette Bar Association (Family Law Section) and Louisiana Association of Defense Counsel.

Speaker bio
Matthew E Rappaport

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP
Matthew Rappaport

chairs Falcon Rappaport & Berkman LLP's taxation and private client groups. He concentrates his practice in taxation as it relates to real estate, closely held businesses, private equity funds, family offices, and trusts and estates. Mr. Rappaport advises clients regarding tax planning, structuring and compliance for commercial real estate projects, all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation. He also collaborates with other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise. Mr. Rappaport earned his J.D. degree and his Master of Laws in taxation from Georgetown University Law Center. He is a member and admitted to practice in the state of New York and the U.S. Tax Court.

Speaker bio
Dominique Carmichael Braggs

Dominique Carmichael Braggs

Braggs Law Offices, PLLC
Dominique Carmichael Braggs

is an attorney with Braggs Law Offices, PLLC. She focuses on three specific areas of law; elder law, estate planning, and probate. Ms. Braggs attended the United States Military Academy and went on to receive her J.D. degree from the University of Louisville, Brandeis School of Law. In the years in between, she served as a finance officer in the United States Army, stationed in South Korea and Texas. Ms. Braggs is admitted to practice law in Virginia, District of Columbia, and Maryland; and before the District of Columbia State Courts, Maryland State Courts and Virginia State Courts

Speaker bio
Chelsea A Hesla

Chelsea A. Hesla

Spencer Fane LLP
Chelsea Hesla

is a partner with Spencer Fane LLP, where she dedicates her practice exclusively to trust and probate litigation, estate administration, elder law, and real estate. With over ten years of residential and commercial real estate experience, she is particularly well-suited to handle trust and estate matters that include a real estate component. Ms. Hesla earned her B.A. degree from Arizona State University and her J.D. degree from the Sandra Day O'Connor College of Law at Arizona State University.

Speaker bio
James J Curry Jr.

James J. Curry, Jr.

The Law Office of James J. Curry, Jr., LLM
James Curry

is the principal of The Law Office of James J. Curry, Jr., LLM in Toms River, NewJersey. He is a certified civil trial attorney by the Supreme Court of New Jersey Board on trial attorney certification. Mr. Curry also has certification in elder law by New York University's, School of Continuing and Professional Studies. His main areas of practice include medical malpractice litigation, general litigation, estate planning, probate litigation, civil practice, elder law, wills, probate, trusts and estates, asset protection, and guardianship. Mr. Curry is a member of the New Jersey State and American bar associations, Association of Trial Lawyers of America, National Academy of Elder Law Attorneys, and New York State Trial Lawyers Association. He earned his B.S. degree from St. Peter's College, his J.D. degree from Fordham University and his LL.M. degree from New York University.

Speaker bio
Kim M Smith

Kim M. Smith

Kim Smith Law Group, PLLC
Kim Smith

is an attorney and owner of Kim Smith Law Group, PLLC, where her practice areas include elder law, estate planning, trust & estate administration, guardianship, Medicaid, and special needs planning. Ms. Smith is a frequent speaker at Suffolk County Bar Association and numerous other organizations. She spent 15 years in the health care field. Ms. Smith earned her B.A. degree from Stony Brook University and her J.D. degree, cum laude, from Touro Law School. She is the current president of the Estate Planning Council of Suffolk County, member of the Suffolk and New York State bar associations, Suffolk County Chapter of the Women's Bar Association (co-chair, Elder Law and Estate Planning Committee), National Academy of Elder Law Attorneys (NAELA), and serves on the Executive Board of United Cerebral Palsy of Long Island.

Speaker bio
Robyn Hicks-Guinn

Robyn Hicks-Guinn

Hicks-Guinn Law
Robyn Hicks-Guinn

is the managing attorney at Hicks-Guinn Law, PLLC in Charlotte, North Carolina. She assists individuals and small business owners, and enjoys counseling families and individuals in estate planning, estate administration, business succession planning and real estate matters. Ms. Hicks-Guinn also advises businesses as general corporate counsel, and advocates for victims in personal injury and workers' compensation cases. She serves on numerous committees with the Mecklenburg County Bar Association, has been appointed to the General Contracting and Licensing Board for the State of North Carolina, and served on the City of Raleigh Human Relations Commission, as well as several civic and philanthropic organizations across the state. Ms. Hicks-Guinn earned her B.S. degree from the University of North Carolina at Chapel Hill and her J.D. degree from North Carolina Central University School of Law. She is admitted to practice in North Carolina and U.S. District Court for the Western District.

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