Drafting Tips to Avoid Litigation

When clients consider their “estate planning”, many readily note the need for a Will. In fact, estate planning encompasses much more, including preparation of various estate planning documents, coordination of beneficiary designations, and much more. This course addresses the basics for crafting the typical estate plan.

This course explores estate tax planning considerations when advising clients on how to structure estate plans to maximize tax planning efficiencies. Learn to navigate the maze of estate tax planning at the federal and state level with modified funding formulas, annual gifting and lifetime gifting.

The do’s and don’ts of trust drafting . . . including uses of powers of appointment, spendthrift clauses, and jurisdictional provisions . . . with forms. Originally presented as part of Advanced Asset Protection Planning.