Learn best practices for drafting estate plan documents to ensure assets are passed on to your intended beneficiaries.
Any individual who has any assets, regardless of the value, and who has family or loved ones must have certain estate planning documents to ensure that his/her assets are passed to the intended beneficiaries. Further, people also need to have documents in place to help manage their assets and health care in case they become incapacitated. There are many nuances involved with respect to drafting all these documents depending on a host of different variables. For example, if the beneficiaries are minors or disabled, specific language and planning is required. Accordingly, not only is it important to have these documents, it is also critical that they be drafted with appropriate language. This topic will highlight various issues that arise with respect to each estate planning document and will offer drafting tips that address these concerns.
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Agenda
Wills vs. Trusts
- Wills Pros
- Will Cons
- Things to Consider
Drafting Technology
- Automated Drafting Programs
- Contending With DIY Programs
Wills: Purposes, Types and Structures
- Simple Last Will and Testament
- Wills for the Purpose of Estate Tax Planning
- Will With a Disclaimer Credit Shelter Trust
- Will With a Mandatory Credit Shelter Trust
- Wills for the Purpose of Planning for Disabled Beneficiaries
- Wills for the Purpose of Planning for Minors
- Wills for the Purpose of Planning for Financial Management of Other Beneficiaries
- Spendthrift Trusts
- Trust for a Home
- Trust for a Business
- Pet Trusts
- Qualified Terminable Interest Property (QTIP) Trusts
- Qualifying Domestic Trusts (QDOT)
- Charitable Trusts
- Capacity, Undue Influence and Other Issues
Advance Directives
- Powers of Attorney
- Health Care Proxy
- Living Will
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This course was last revised on August 22, 2024.
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- This course qualifies for self-study CLE credit in Missouri.
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- AK CLE 1.0
- Arizona CLE 1.0
- CA MCLE 1.0
- CT CLE 1.0
- HI CLE 1.0
- MO CLE 1.3
- NJ CLE 1.3
- NM CLE 1.0
- NY CLE 1.0 including Skills 1
- VT CLE 1.0
- WA CLE 1.0
- WV MCLE 1.3
- WY CLE 1.0
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Debby Rosenfeld
Ronald Fatoullah & Associates
- Attorney with Ronald Fatoullah & Associates since 2004 and recently celebrated her fifteenth year with the firm
- Practices in the areas of elder law, estate planning and real estate
- After practicing as a tax attorney for many years in both the legal and corporate arena, she decided to enter the field of elder law and has been engaged in the practice ever since
- Upon graduating law school, she became a tax associate with Kaye, Scholer, Fierman, Hays & Handler and then served as a senior tax advisor with the Long Island Lighting Company
- Lectures for the New York State Bar Association and the National Business Institute; she also lectures privately for YMCA, synagogues, churches, retired police in Long Island and the Department of Aging in New York
- Regularly publishes newspaper articles on various elder law issues for attorneys and laypeople including in the Nassau Lawyer
- In May of 2019, she was named to the 2019 Power Women in Business by The Long Island Press Newspaper; this honor celebrates change makers, rain makers, innovators and those who are using their voice to impact change in Long Island and throughout New York
- Admitted to the New York State Bar and is a member of the New York State and Nassau County Bar Associations
- J.D. degree, New York University School of Law, B.A. degree, Barnard College of Columbia University
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