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EEP151002-Will and Trust Drafting Essentials CLE
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Learn the technical essentials needed to competently advise your clients on wills and trusts, and to draft documents to accomplish their wishes. Learn what living trusts can and cannot do, and the advantages and pitfalls of using trusts to provide for spouses and children, and to protect against creditors.

10/2/2015
When: Friday, October 2, 2014
9:00 a.m. - 4:30 p.m.
Where: CBA Law Center
30 Bank Street
New Britain, Connecticut  06050
United States
Contact: Member Service Center
(860)223-4400


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Presented by the Estates and Probate Section

Seminar Code: EEP151002

CLE Credit: 7.5 Hours

About the Program: 

Learn the technical essentials needed to competently advise your clients on Wills and Trusts, and to draft documents to accomplish their wishes. Learn what living trusts can and cannot do, and the advantages and pitfalls of using trusts to provide for spouses and children, and to protect against creditors. Course materials will include sample language.

Who Should Attend: 

Attorneys, paralegals, and trust professionals interested in basic will drafting.
This seminar is appropriate for both newly admitted and experienced attorneys.

You Will Learn:

  • How to assess your clients' needs
  • Which tools will work best for various client needs
  • Technical document drafting best practices and sample language
  • About living trusts

Speakers:

John R. Ivimey  John R. IvimeyReid and Riege PC, Hartford 
 Barbara A. Taylor  Barbara A. TaylorReid and Riege PC, Hartford


Program Agenda

9:00 a.m. Introduction

9:10 a.m. The Basics

 9:30 a.m. Anatomy of the Will

 10:30 a.m. Amending and Revoking a Will; Lapse of Gifts and Spousal Share

11:00 a.m. Break

11:15 a.m. Anatomy of a Trust

12:15 p.m. Lunch Break

 1:00 p.m.  Testamentary v. Intervivos Trusts

 1:30 p.m.  What a living trust can and cannot do

 2:00 p.m.  Use of Particular Types of Trusts

 3:00 p.m.  Break

 3:15 p.m.  Brief Summary of Death Taxes

 3:30 p.m.  Ethical Considerations

 4:00 p.m.  Questions and Answers

 4:30 p.m.  End

 Event Cost:  Includes breakfast, lunch, snack breaks, and parking.
                        Member $199
                        Non-member $279
                        Law/Paralegal Student $99

*** CLE materials for this seminar will be e-mailed to registrants prior to the seminar for download. Paper materials will not be prepared.  Please note that refunds will not be granted once course materials have been sent. Refunds require a minimum of two business days notice.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.