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
Discuss procedures for signing a will under the Electronic Wills and Remote Witnesses Act including, assembling a signed paper will with remote witnesses and creating certified paper copies of an electronic will.