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Overview
Master Critical Tasks and Documents
Drafting wills and trusts requires a detail-oriented approach to writing and the results (or mistakes) may not come to light until years after the task is complete. It's essential to get it right. This fast-paced and practical course offers the knowledge and skills you need to assemble effective documents. Ensure you have a solid understanding of the key aspects of wills and trusts - register today!
- Take a closer look at the key components for drafting wills.
- Explore the ins and outs of drafting trusts.
- Improve outcomes in client communications and notices.
- Find effective ways to prep, organize, and store documents.
- Ensure the plan is implemented correctly with tips for funding the trusts.
Abbreviated Agenda
- Drafting and Executing Wills
- Keeping the Plan on Track: Deadlines, Client Communications, and Notices
- Drafting and Funding Trusts
- Developing a Document Preparation System
- Avoiding Common Mistakes in Wills and Trusts Practice
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Select Jurisdiction
Paralegal
Agenda
-
Drafting and Executing Wills
- Standard Provisions to Include in a Simple Will
- Methods of Designating Fiduciaries
- Disinheritance and No-Contest Clauses
- Protective Clauses for Minors
- Power of Attorney and Advance Directives
- Executing Wills
-
Keeping the Plan on Track: Deadlines, Client Communications, and Notices
-
Drafting and Funding Trusts
- Common Elements in Trust Agreements
- Sample Clauses and Provisions Found in Trusts
- Trust Forms
- Amendments to Trust Agreements
- Practical Tips for Drafting a Trust Agreement
- Funding the Trust
-
Developing a Document Preparation System
-
Avoiding Common Mistakes in Wills and Trusts Practice
Who Should Attend
This intermediate level course will teach attendees how to handle the paralegal duties associated with drafting wills and trusts. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Erika Williams
is the CEO and principal attorney at The Law Office of Erika A. Williams, APC, a firm that focuses on assisting families in crises through family law litigation, dependency litigation, criminal law, education advocacy, and appellate advocacy. She is also the owner and managing member of The Motivated Workplace, LLC, a management consulting firm. Ms. Williams is sought out for her expertise in employment law and employee and labor relations. Prior to her transition to a career in the law, she spent over 10 years working for the County of Los Angeles in various human resources, contracts, grants, and program management positions-including was responsible for managing the labor relations of seven (7) of the Department of Children and Family Services (DCFS) larger regional offices, each with 200+ employees and 5+ managers. She represented executive- and senior-level management employees in the formal grievance process; advising on the interpretation and application of state and federal employment law, civil service rules, and labor contracts; facilitating numerous labor-management committees; and, serving as a subject-matter-expert on the Countywide remote-work programming. Additionally, Ms. Williams represented the Department's interests in the Countywide labor bargaining process. She is a University of California, Berkeley graduate. Ms. Williams holds a Master of Public Administration degree with an emphasis in Public Management from the California State University at Dominguez Hills and is SHRM-SCP certified. She received her J.D. degree from Southwestern School of Law. Ms. Williams is licensed to practice law in California and Arizona.
Speaker bio
Louis Silverman
is an attorney at Praesidium Law, PLLC, where he practices in the areas of estate planning, estate administration, probate law, and related matters. Mr. Silverman is board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel, and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is a board member emeritus of the Sonoran University of Health Sciences, past president of the Board of Directors of Tempe Leadership and past president of Tempe Community Action Agency. He earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. Mr. Silverman is admitted to practice in the state courts of Arizona and Texas, U.S. District Court for Arizona, and Western District of Texas.
Speaker bio
Daniel Del Collo
is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.
Top FAQs
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
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