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Will and Trust Drafting Essentials CLE (EEP180425)
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When: Wednesday, April 25, 2018
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: EEP180425

CLE Credit
CT: 6.25 CLE Credits (5.75 AOP/0.5 Ethics)
NY: 7.5 CLE Credits (7.0 AOP/0.5 Ethics)

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 and trust 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
Barbara A. Taylor

John R. Ivimey
Reid and Riege PC

Barbara A. Taylor
Reid and Riege PC

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
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

(Includes electronic materials, a light breakfast, lunch, and parking at the public garage at 35 Bank St)
         Member $199
         Non-Member $398
         Student Member $100

Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be prepared unless purchased separately.  Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable

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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