This two-day, comprehensive look at the key elements of will and trust drafting is an indispensable course for every new estate planner. Expert practitioners guide you through all the drafting essentials, from pre-drafting considerations to complex clauses to related property and tax issues. You learn practical guidelines and paramount drafting techniques, and have the opportunity to get all your drafting questions answered. Come away with the tools and skills you need to effectively prepare will and trust documents that you can use immediately in your practice.
Course Content
Day One: April 4th9:30 - 11:13 am
Will & Trust Drafting: Preliminary Matters and Incapacity Documents, including Ethics
Colin O. Sherer, Esq.,
Burnett & Sherer LLC, Providence
11:13 - 11:30 am
Break
11:30 - 12:37 pm
Will Provisions
Molly R. Soiffer, Esq.,
Bove & Langa, PC, Boston
12:37 - 1:37 pm
Lunch (on your own)
1:37 - 2:21 pm
Drafting the Trust (Part One)
Lisa A.H. McChesney, Esq.,
Goodwin Procter LLP, Boston
2:21- 2:30 pm
Break
Lisa A.H. McChesney, Esq.,
Goodwin Procter LLP, Boston
2:30 - 3:26 pm
Drafting the Trust (Part Two)
Lisa A.H. McChesney, Esq.,
Goodwin Procter LLP, Boston
Day Two - April 5th
9:30 - 10:58 am
Trust Provisions
Courtney N. Carr, Esq.,
Choate Hall & Stewart LLP, Boston
10:58 - 11:30 am
Break
11:30 - 1:12 pm
Special Trusts
Jon E. Steffensen, Esq.,
McLane Middleton, Boston
1:12 - 2:15 pm
Lunch (on your own)
2:15 - 3:34 pm
Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren (Part One)
Patricia Schatzlein Smock, Esq.,
Fiduciary Trust Company, Boston
3:34 - 3:45 pm
Break
3:45 - 4:21 pm
Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren (Part Two)
Patricia Schatzlein Smock, Esq.,
Fiduciary Trust Company, Boston
4:21 - 4:25 pm
Key Takeaways
Courtney N. Carr, Esq.,
Choate Hall & Stewart LLP, Boston
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairCourtney N. Carr, Esq.,
Choate Hall & Stewart LLP, Boston
Faculty
Lisa A.H. McChesney, Esq.,
Goodwin Procter LLP, Boston
Colin O. Sherer, Esq.,
Burnett & Sherer LLC, Providence
Patricia Schatzlein Smock, Esq.,
Fiduciary Trust Company, Boston
Molly R. Soiffer, Esq.,
Bove & Langa, PC, Boston
Jon E. Steffensen, Esq.,
McLane Middleton, Boston
