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Description: Spot the issues - avoid the traps - gain the expertise
"Simple" estate plans aren't always that simple. You need to make them complete and workable. You need to solidify your relationship with your clients and get the important information necessary to cover all contingencies. You need to spot hidden issues and avoid mistakes that can make the plan deviate from your client's objectives. Furthermore, as a busy lawyer, you need to take measures to ensure that you are following the most recent changes in the law-and do it all quickly and efficiently. Here's a program that teaches you how.
You will learn...
- What information is absolutely essential - and how you can gather it effectively
- How to spot the conflicts of interest and other ethical issues that may prevent you from representing a potential client
- The elements of a complete estate plan
- Drafting and the execution of the plan's documents
- Steps you must take to ensure your plan is workable
Learn the process - from beginning to end
Maximize your initial telephone contact; use a questionnaire to obtain essential information, potential conflicts when representing married couples; explore concerns about divorce, disability, problem children, and other sensitive matters; disclose fees; draft effective engagement letters.
Master the planning process
Design a plan that will minimize estate taxes, deal with long-term care planning issues, and carry out dispositive wishes; think through the mechanics in terms of the client's specific assests, including joint and other non-probate interests.
Draft effective documents
Get tips for basic wills, trusts, durable powers of attorney, and health care proxies; learn common drafting problems and errors; educate your client clearly on what you're asking him or her to sign; learn how an explanatory cover letter serves both you and the client; ensure proper execution; safeguard instruments; learn when and how to maintain contact with your client.
Avoid mistakes
Get briefed on various common situations that raise special problems-unequal gifts to children, second marriage, and how to know when you need to seek extra guidance.
| Practice Areas: | | Estate Planning & Probate | | Online Media Type: | | Video | | Production Date: | | 12/04/2008 9:00 AM EST | | Level: | | Intermediate | | Category: | | Standard | | Duration: | | 3 Hours, 0 Minutes | | Online Format: | | Live | | Course Type: | | Public |
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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
CLE Scholarship information Tuition Assistance for legal professionals taking our programs. Learn more about the program.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
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| • | Robert A. Gorfinkle, Esq. - Law Offices of Robert A. Gorfinkle, Braintree | • | Judith R. Mendel, Esq. - Chair, Mendel & Associates, Waltham |
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