Will Drafting Fundamentals
Category: On Demand
Member Price: $200
Non-Member Price: $250
Areas of Law: Estate Law, Real Property, Trust, & Estate, Young Lawyers Division
Featured Speaker
Moderator
- Judson M. Stein, Esq.
- McCarter & English, LLP, Newark
Presenters
- Lauren M. Ahern, Esq.
- Greenbaum, Rowe, Smith & Davis LLP, Red Bank
- Brian D. Reynolds, Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Tara S. Sinha, Esq.
- Witman Stadtmauer PA, Florham Park
- Deirdre Wheatley-Liss, Esq., CELA
- Porzio Bromberg & Newman P.C., Parsippany
Almost every attorney gets asked to draft a will at some point, whether for a client, relative, or friend. You don’t have to be an estate planning expert, but you do need a solid understanding of the key tax laws and drafting options to get it right.
This fundamental program guides general practitioners, new attorneys, and support staff, step-by-step through the will-drafting process, from the initial client interview and ethical considerations to important provisions to include, and procedures required for proper execution of a will. This esteemed panel of practitioners will share sample language that attendees can put to use in practice immediately.
You’ll learn what questions to ask, how to choose the best options for each client, and ultimately how to prepare a will that stands up to scrutiny. Register today for an up-close look at how seasoned estate planning attorneys fashion a will, clause by clause.
Topics include:
- The initial client interview and ethical considerations
- Sample annotated simple will, including the proper execution of a will
- Summary of federal and state death taxes
- Basic testamentary estate planning
- Special situations (e.g. same-sex couples, second marriages, disabled beneficiaries, unmarried cohabitants, family businesses, pets)
- What’s new in will drafting and things you don’t know you need to know