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Fundamentals of Will Drafting

Ideal for attorneys looking to refine their will drafting skills, this workshop provides practical tools for confidently managing client meetings and creating effective wills.
Credits: 3 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

Friday, February 7, 2025
Live Webcast

 

8:00 – 8:50             Log in to the webcast via your account at www.iicle.com

9:00 – 10:00             Preparing for and Conducting the First Meeting and the Final Meeting with the Client
Questions to ask upon initial contact with the potentialclient…presenting the organizational questionnaire to the client…information the client should bring to the first meeting…importantissues to discuss with the client…factors to consider in makingrecommendations for Wills, Trusts, etc…educating the client onthe terms you will be discussing…”closing the deal” with the client.……………Final review of documents…checklist of documents to beexecuted and issues to discuss… preparation of final letter toclient…gathering proper witnesses…ensuring client understands what he or she is signing…wrapping up engagement and planning
Patrick J. Bushnell, Harrison LLP, Chicago
Victoria L. Cejka, Harrison LLP, Chicago

10:00 – 10:10           Break 

10:10 – 11:10           Basics Provisions of a Will
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. 
Nathan Levy, Sandberg Phoenix, St. Louis

11:10 – 11:20           Break

11:20 – 12:20           Simple Wills vs. Pour Over Wills
Differences between simple wills that distribute outright, pour over wills to revocable trusts and wills that create and fund testamentary trusts.
Payton M. Heyen Pech, Sandberg Phoenix, St. Louis

12:20                           Adjourn

 

Live Webcast
Live Webcast on 02/07/2025
Webcast registration automatically includes the online on-demand registration for free. You will see both in your cart at check-out.
SKU: P2121-25L
$150.00
decrease increase
Online On-Demand
Now available for pre-order. Product will be added to your account shortly following the program on 02/07/2025.
SKU: P2121-25R
$150.00
decrease increase

Friday, February 7, 2025
Live Webcast

 

8:00 – 8:50             Log in to the webcast via your account at www.iicle.com

9:00 – 10:00             Preparing for and Conducting the First Meeting and the Final Meeting with the Client
Questions to ask upon initial contact with the potentialclient…presenting the organizational questionnaire to the client…information the client should bring to the first meeting…importantissues to discuss with the client…factors to consider in makingrecommendations for Wills, Trusts, etc…educating the client onthe terms you will be discussing…”closing the deal” with the client.……………Final review of documents…checklist of documents to beexecuted and issues to discuss… preparation of final letter toclient…gathering proper witnesses…ensuring client understands what he or she is signing…wrapping up engagement and planning
Patrick J. Bushnell, Harrison LLP, Chicago
Victoria L. Cejka, Harrison LLP, Chicago

10:00 – 10:10           Break 

10:10 – 11:10           Basics Provisions of a Will
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. 
Nathan Levy, Sandberg Phoenix, St. Louis

11:10 – 11:20           Break

11:20 – 12:20           Simple Wills vs. Pour Over Wills
Differences between simple wills that distribute outright, pour over wills to revocable trusts and wills that create and fund testamentary trusts.
Payton M. Heyen Pech, Sandberg Phoenix, St. Louis

12:20                           Adjourn

 

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