Presented by the Estates and Probate Section
Seminar Code: EEP161027
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
John R. Ivimey, Reid and Riege PC, Hartford
Barbara A. Taylor, Reid and Riege PC, Hartford
9:00 a.m. Purposes of Estate Planning
9:10 a.m. The Initial Client Questionnaire
9:30 a.m. Wills
10:00 a.m. Will Drafting
11:00 a.m. Break
11:15 a.m. Finish Will Drafting
11:30 a.m. Examples of Questionable Provisions
12:00 p.m. Trusts
12:15 p.m. Lunch Break
1:00 p.m. Finish Trusts
1:30 p.m. Taxes
2:00 p.m. Trust Drafting
3:00 p.m. Break
3:15 p.m. Finish Trust drafting
3:30 p.m. Ethical Considerations
4:00 p.m. Questions and Answers
4:30 p.m. Program Concludes
Event Cost: Includes breakfast, lunch, snack break, and parking in the public garage at 35 Bank St
Law/Paralegal Student $99
Materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be prepared. Please note that refunds will not be granted once course materials have been received.
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.