GA Specific

Trusts, Estates & Probate

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

Credits Available
Credit Status Total
Georgia CLE Approved 6 Total
Tennessee CLE Approved 6 Total
OnDemand
5 hours 51 minutes
David McGuffey
Antoinette France-Harris
Bianca Webb
J. William Fawcett
Alfred Fargione
With David L. McGuffey from Elder Law Practice of David L. McGuffey, LLC + 4 others
Recorded February 04, 2025
Product ID 99709

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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 99709

Credit Details

Credits Available
Credit Status Total
Georgia CLE Approved 6 Total
Tennessee 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

David L McGuffey
David L.
McGuffey
Elder Law Practice of David L. McGuffey, LLC
Antoinette France-Harris
Antoinette
France-Harris
Clayton State University
Bianca Webb
Bianca
Webb
Webb Legal Counsel and Consulting, LLC
J. William Fawcett Sr.
J. William
Fawcett, Sr.
Chambliss + Fawcett
Alfred E Fargione III
Alfred E.
Fargione, III
Thomas & Fargione Law
Speaker bio
David L McGuffey

David L. McGuffey

Elder Law Practice of David L. McGuffey, LLC
David McGuffey

is in private practice with the Elder Law Practice of David L. McGuffey, LLC located in Dalton, Georgia. He limits his practice to elder law and special needs law. Much of Mr. McGuffey's practice is devoted to helping individuals with chronic health conditions, and to find, get and pay for good long-term care. He is certified as an elder law attorney by the National Elder Law Foundation. In 2021, Mr. McGuffey launched the educational website EzElderLaw.com. As of now, EzElderLaw has more than 1,000 pages of information available to its readers with more coming almost every day. He earned his B.A. and J.D. degrees from Georgia State University. Mr. McGuffey is a member of the National Academy of Elder Law Attorneys and various local bar associations. He is a past chair of the State Bar of Georgia's Elder Law section and the Tennessee Bar Association's Elder Law section.

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Speaker bio
Antoinette France-Harris

Antoinette France-Harris

Clayton State University
Antoinette France-Harris

is an associate professor and program coordinator for legal sudies at Clayton State University, and is also a licensed attorney. She is a native New Yorker, who began her legal career with a mid-sized New York firm and established herself as a successful transactional attorney. When Professor Harris relocated to Georgia, she initially worked in-house for a couple of Fortune 1000 companies and eventually became a solo practitioner. Her firm’s areas of specialization included real estate, corporate, estate planning and family law matters. Professor Harris earned her B.S. degree from Harvard, her M.S.W. degree from Columbia and her J.D. degree from the University of Pennsylvania.

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Speaker bio
Bianca Webb

Bianca Webb

Webb Legal Counsel and Consulting, LLC
Bianca Webb

is an attorney at Webb Legal Counsel and Consulting, LLC where she practices in the areas of estate planning, business, and entertainment law. She earned her bachelor's degree from Louisiana State University and her J.D. degree from Southern University Law Center and Georgia State University College of Law. Ms. Webb is admitted to practice law in Georgia. 

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Speaker bio
J. William Fawcett Sr.

J. William Fawcett, Sr.

Chambliss + Fawcett
J. William Fawcett

is an attorney at Chambliss + Fawcett where he concentrates his practice on the areas of wills, trusts and estates, special needs planning, as well as small business representation. He earned his B.A. degree from Samford University and his J.D. degree from Cumberland School of Law. Mr. Fawcett is admitted to practice law in Georgia.

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Speaker bio
Alfred E Fargione III

Alfred E. Fargione, III

Thomas & Fargione Law
Alfred Fargione

is a highly experienced litigator specializing in civil and criminal cases with Thomas & Fargione Law. His expertise spans various areas, ensuring comprehensive legal support for his clients. Mr. Fargione earned his Bachelor's Degree from Rensselaer Polytechnic Institute in Troy, New York. He then pursued his J.D. degree at New England Law | Boston, where he served as the symposium editor on the New England Law Review. Furthering his knowledge, Mr. Fargione obtained an LL.M. in tax law and estate planning from the Boston University School of Law. He is admitted to practice law in Georgia and Massachusetts. Mr. Fargione is authorized to appear before the Middle District of Georgia and the 11th Circuit Court of Appeals, adding another layer to his extensive legal expertise.

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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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