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Understanding what a client wants to do, along with all the implications of doing so, is critical in an estate planning practice. Explore key considerations, potential tax issues, common pitfalls, and drafting techniques to benefit your practice. This on-demand program is best suited for lawyers in their first years of practice or for those looking to revisit the basics.
This on-demand program was originally broadcasted as a webinar on December 4, 2020. Total running time is 3 hours, 27 minutes.
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This presentation considers some of the issues that arise in the context of drafting wills. While not exhaustive, it is intended to provide a starting point for lawyers who may be new to estate planning or who do not regularly practice in this area.
This on-demand program was originally broadcasted as a webinar in December 2020.
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In this presentation, Jason Sweeney discusses the personal representative's duty to account, forms of accounts, types of accounting, and what must be proven.
This on-demand program was originally presented as an in-person program in November 2016.
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Review key aspects of estate administration, from documents and timelines, to some of the common issues lawyers face in a typical (non-contested) estate. Learn strategies for informal administration of estates, develop an awareness of basic tax matters that affect estates, and more.
This on-demand program was originally presented as an in-person program in November 2016.