Will Drafting Fundamentals Post Pandemic
Category: On Demand
Member Price: $208
Non-Member Price: $260
Areas of Law: Estate Law, Young Lawyers Division
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4 hours of total CLE credit (Full Credits Available: NJ General: 4.0, NJ New Admit Estate Planning: 4.0). |
| NY CLE (t&nt): | NY Professional Practice Transitional: 4.0 |
| PA CLE: | PA Substantive Credit: 3.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Keynote
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, Morristown
Almost every lawyer drafts a will at some point in their career, whether for an existing client, relative or friend. While you don’t have to be an expert, you do need a general understanding of the tax laws and options you should consider to fulfill your client’s wishes.
Register today to learn everything you need to know to draft wills that withstand even the toughest scrutiny and get the best results for the clients. You’ll also learn important provisions that need to be included in a will, along with the procedures required for the proper execution of a will.
This fundamental program is designed for general practitioners, new attorneys and support staff who have little or no experience in will drafting and need a step-by-step guide through the process. It starts with the initial client interview and the ethical considerations you need to keep in mind while conducting it. Learn what questions to ask and how to ask them. From there, learn how to decide which options work best for individual clients and get different sample drafting ideas. Finally, discover the proper way to prepare the final document for execution. You’ll see how seasoned estate planning attorneys fashion a will—clause by clause.
Plus: Download a comprehensive handbook to help you draft and execute rock-solid wills.
Topics include:
- The initial client interview and ethical considerations - Lauren M. Ahern, Esq.
- Sample Annotated Simple Will, including the proper execution of a will -
Deirdre R. Wheatley-Liss, Esq., CELA - Summary of Federal and New Jersey Death Taxes - Judson M. Stein, Esq.
- Basic Testamentary Estate Planning - Brian D. Reynolds, Esq.
- Special Situations (e.g. same-sex couples, second marriages, disabled beneficiaries, unmarried cohabitants, family businesses, pets) -Tara Sinha, Esq.
- What’s New in Will Drafting and Things You Don’t Know You Need to Know - Entire panel