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Will Drafting Workshop

Whether you have just entered practice and need some assistance or are experienced and could use a refresher the Will Drafting Workshop has something for everyone! This hands-on, practical and example-filled seminar will cover the basics and go in-depth on various family / estate scenarios to aid you in feeling confident even in the face of challenging family dynamics.

Expires 12/31/2023

Basic Will Drafting & Why Provisions Are Included
Lorraine CavataioSandberg Phoenix, O’Fallon

Drafting Guardianship Designation Provisions
Michael WycklendtReed Smith LLP, Chicago

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
Maximillienne ElliottThe Law Offices of Max Elliott, Ltd., Chicago

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.
Brett CaganLevin, Schreder & Carey, Ltd., Chicago
Maria SchwartzLevin, Schreder & Carey, Ltd., Chicago

Will Drafting Using IICLE’s Automated Forms Solution: Formulaw Online
This practical demonstration will explain how to use Formulaw Online to build a customizable will and how Formulaw Online can be utilized in your practice.
Amelia FinchIllinois Institute for Continuing Legal Education, Springfield
Nina StillmanThe Stillman Law Group, Chicago

This product is sold out

Expires 12/31/2023

Basic Will Drafting & Why Provisions Are Included
Lorraine CavataioSandberg Phoenix, O’Fallon

Drafting Guardianship Designation Provisions
Michael WycklendtReed Smith LLP, Chicago

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
Maximillienne ElliottThe Law Offices of Max Elliott, Ltd., Chicago

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.
Brett CaganLevin, Schreder & Carey, Ltd., Chicago
Maria SchwartzLevin, Schreder & Carey, Ltd., Chicago

Will Drafting Using IICLE’s Automated Forms Solution: Formulaw Online
This practical demonstration will explain how to use Formulaw Online to build a customizable will and how Formulaw Online can be utilized in your practice.
Amelia FinchIllinois Institute for Continuing Legal Education, Springfield
Nina StillmanThe Stillman Law Group, Chicago

Products specifications
Program Date11/10/2021
Products specifications
Program Date11/10/2021
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