Live Webcast Details

Basic Wills & Trusts Drafting

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Overview

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!

Speakers

  • William R Newman of The University of Southern Mississippi
  • Agenda for Friday, the 27th of December 2019

    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 Ethics 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.