Basic Wills & Trusts Drafting
September 29th, 2020 from 8:30 am to 4:30 pm Central Time
Our Most Popular Course since 1994 !
- Fundamental "nuts & bolts" discussion of drafting simple Wills, step-by-step, with forms
- Powers of Attorney and Health Care Directives
- How to build a profitable "sideline" practice in simple Wills
- Includes 100 pages of Will and trust forms!
Agenda for Tuesday, the 29th of September 2020
8:30 am Central Time - Webcast Begins
(Please register and sign into the website at least 10 minutes before the scheduled start)
(Agenda is approximate and tentative)
8:30am - 10:15am - Fundamentals of Drafting Basic Wills, including a step-by-step discussion of typical Will provisions
10:30am - 11:45am - Additional Troubleshooting Tips for Drafting Wills
11:45am - 1:00pm - Break
1:00pm - 1:50pm - 1) How to Recognize a Taxable Estate in the Ever-Changing World of Estate Tax 2) Introduction to Basic Trusts
2:00pm - 3:10pm - 1) Testamentary Trusts 2) Miscellaneous Estate Planning Tools (Powers of Attorney, Health Care Directives, etc.)
3:15pm - 4:15pm - The Top Seven Ethical Mistakes General Practitioners Make in Wills & Estates Practice
Due to technical requirements, customers must attend a live webcast in its entirety to receive credit for attendance. No partial credit can be accommodated.