Wills and Trusts: The Ultimate Guide
Choosing the right estate planning tools for a client is critical to ensure the plan works years after it's crafted. This straightforward guide weighs the pros and cons of wills and various trusts and offers drafting advice from skilled attorneys to help you avoid mistakes. Learn how to get a clear picture of the client's needs and priorities, outline trustee powers and duties, map out distributions, and more! This course bridges theoretical concepts with immediately applicable drafting skills to help you hit the ground running. Register today!
- Take the guesswork out of choosing the right planning approach to each client's unique needs and goals.
- Build skills for constructing legally sound documents that clearly reflect client intentions.
- Compare revocable and irrevocable trusts' key advantages and appropriate applications.
- Craft distribution plans that align with client wishes and financial goals.
This is a rebroadcast of the original event delivered by Sonya Murphy, DeEtte L. Loeffler, George L. Goodridge, Michael C. Norvell, Zachary W. Derr, Jay Newbery, Jennifer Antonini on September 29, 2025. Faculty will be available to answer your questions after the program.
Wills and Trusts: The Ultimate Guide
Choosing the right estate planning tools for a client is critical to ensure the plan works years after it's crafted. This straightforward guide weighs the pros and cons of wills and various trusts and offers drafting advice from skilled attorneys to help you avoid mistakes. Learn how to get a clear picture of the client's needs and priorities, outline trustee powers and duties, map out distributions, and more! This course bridges theoretical concepts with immediately applicable drafting skills to help you hit the ground running. Register today!
- Take the guesswork out of choosing the right planning approach to each client's unique needs and goals.
- Build skills for constructing legally sound documents that clearly reflect client intentions.
- Compare revocable and irrevocable trusts' key advantages and appropriate applications.
- Craft distribution plans that align with client wishes and financial goals.
This is a rebroadcast of the original event delivered by Sonya Murphy, DeEtte L. Loeffler, George L. Goodridge, Michael C. Norvell, Zachary W. Derr, Jay Newbery, Jennifer Antonini on September 29, 2025. Faculty will be available to answer your questions after the program.
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Description
Choosing the right estate planning tools for a client is critical to ensure the plan works years after it's crafted. This straightforward guide weighs the pros and cons of wills and various trusts and offers drafting advice from skilled attorneys to help you avoid mistakes. Learn how to get a clear picture of the client's needs and priorities, outline trustee powers and duties, map out distributions, and more! This course bridges theoretical concepts with immediately applicable drafting skills to help you hit the ground running. Register today!
- Take the guesswork out of choosing the right planning approach to each client's unique needs and goals.
- Build skills for constructing legally sound documents that clearly reflect client intentions.
- Compare revocable and irrevocable trusts' key advantages and appropriate applications.
- Craft distribution plans that align with client wishes and financial goals.
This is a rebroadcast of the original event delivered by Sonya Murphy, DeEtte L. Loeffler, George L. Goodridge, Michael C. Norvell, Zachary W. Derr, Jay Newbery, Jennifer Antonini on September 29, 2025. Faculty will be available to answer your questions after the program.
