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Will and Trust Drafting Essentials CLE (EEP161027)
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When: Thursday, October 27, 2016
9:00 a.m. - 4:30 p.m.
Where: CBA Law Center
30 Bank Street
New Britain, Connecticut  06051
United States
Contact: Member Service Center

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

Program Agenda

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
                        Member $199
                        Non-member $279
                        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.




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