Practice Foundations: Sample Clauses for Estate Planning (On-Demand)

SKU: OC-62307-04

It is important to understand potential clauses that may be included in a will in order to properly advise clients when drafting or interpreting a will. This presentation explores key provisions of a will, including:

  • Personal representative and trustee
  • Transfer of personal property
  • Loans to children
  • Gifts to beneficiaries
  • Mutual will

This on-demand program was originally presented as an in-person program on March 9, 2023 as part of our Practice Foundations: Wills program as part of our Practice Foundations series.

The total running time is approximately 1 hour 2 minutes.

To view all presentations from Practice Foundations: Wills, click here.

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