65th Annual Estate Planning Short Course 2022

Online On-Demand, includes all breakout sessions
Credits: 16.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR
SKU: P9004-22E
$600.00 or 18.25 credits
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Products specifications
Program Date5/23 - 5/24/2022
Products specifications
Program Date5/23 - 5/24/2022
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Drafting Wills for Challenging Family Dynamics

This estate planning workshop will focus on preparing Wills for clients with challenging or interesting family dynamics. As the world has evolved and become more inclusive and fluid, so has the definition of “family” for many people. Therefore, drafting estate planning instruments for clients whose definition of family is one that is fluid and inclusive, or exclusive, is more important than ever. Estate planning attorneys have traditionally been accustomed to drafting provisions that exclude family members but doing so without caution may invite a successful probate challenge or worse. In this interactive workshop participants will learn: 1. Drafting for clients with chosen family, though their biological family members are alive, and no adoption ever took place 2. How to design provisions, including but not limited to guardianship, for Lawful Permanent Residents with primarily non-U.S. family but U.S. children 3. Crafting provisions that address disproportionate gifting and assist in avoiding probate and probate challenges

Estate Tax Apportionment: Who Bears the Burden of Paying the Tax?

Focus on drafting tax apportionment clauses and how the standard clause can have unintended consequences if not discussed with the client. We will review several examples to demonstrate how a standard apportionment clause, or a lack of any direction as to the payment of estate taxes, could impact the ultimate distributions under an estate plan.

Is Your House In Order? Property Law and Estate Planning Basics That Impact You (WBAI)

Learn the different definitions of property, the various ways individuals and businesses can own property, how to identify the property you own, and the Illinois laws that can help you protect your property once you have identified it.