Estate Planning & Probate

This session will review the essential provisions and important aspects of wills. Drafting considerations will also be discussed.

Originally presented as part of Estate Planning Boot Camp 2024.

This session will do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them.

Originally presented as part of Estate Planning Boot Camp 2024.

PRE-ORDER This in-depth handbook offers essential guidance on retirement benefits in individual retirement accounts (IRAs) and tax-qualified plans, providing clarity on complex regulations.

Differences between simple wills that distribute outright, pour over wills to revocable trusts and wills that create and fund testamentary trusts. Originally presented as part of Fundamentals of Will Drafting 2025.

What are the standard components for a will without a trust or a pour-over will? Learn more about how to name the executor and guardians and what boilerplate to include, along with requirements of a basic testamentary trust under a will and a basic revocable trust agreement. Originally presented as part of Fundamentals of Will Drafting 2025

This session will provide essential knowledge on navigating probate court proceedings. Participants will gain insight into the types of cases typically handled and the specific filing requirements for each case type. Additionally, this session will cover key statutory requirements applicable to probate cases.

Originally presented as part of the Elder Law Short Course 2024.

This presentation discusses the following: 1. The Dead Man’s Act generally and when it applies; 2. Who is barred from testifying under The Dead Man’s Act; 3. Who can waive the Dead Man’s Act and, and 4. Pre-trial issues to consider involving the Dead Man’s Act.

Originally presented as part of the Elder Law Short Course 2024.

Learn the latest perspectives on identifying problems that might arise during post-death administration processes.

Originally presented as part of the Elder Law Short Course 2024.

Explore what CCRCs are and how they function to provide a continuum of care. This session will cover the key provisions included in CCRC contracts, the rights residents typically forgo when entering a CCRC, and compare these provisions to month-to-month residency agreements in non-Medicaid facilities.

Originally presented as part of the Elder Law Short Course 2024.

PRE-ORDER This handbook provides detailed guidance, including provisions to cover varying client matters, for drafting revocable grantor trusts as a key element of client estate plans.

Bundle of 7 Books That Serve As Useful Research Foundations for New Attorneys, Legal Assistants, and Law Clerks. They Also Make Handy Reference Guides for Seasoned Attorneys.

Live webcast on 3/26/2025 at Noon
Guardianship estates involving special needs trusts have special issues. Learn how to establish 1st part SNTS in both adult and minor guardianships, how to handle a ward’s beneficial interest in a 3rd party SNT, obtaining court approval for PI settlements payable to an SNT, handling the payment of annuity income to an SNT, managing distributions for minor and adult wards, and the notice and accounting issues particular to both probate and special needs trusts.