Will Drafting 101: Key Skills in Drafting and Client Counseling – Video Replay
Ms. Shevy will discuss estate planning advance directives.
Topics include:
- Reasons for Estate Planning
- Importance of having a Will
- What You Need to Know
- The Family Tree
- "To Issue, By Representation", or "To Issue, Per Stirpes"
- Who Cannot Take Under Intestacy
- Protecting Yourself as Drafter
- Testamentary Capacity
- Drafting the Estate Plan
- Wills: Due Execution
- Wills: Witness Requirements
- Proper Execution of Will
- Affidavit of Attesting Witnesses
- Who is Executor?
- What Every Will Should Include
- Other Common Provisions
- Common Will Mistakes
- Tangible Personal Property
- Residuary Clause
- Separate Trusts for Minors
- Common Administrative Language
- Estate Tax Issues
- Estate Tax Planning
- Sample Wills
- Drafting Reminders
Speaker: Patricia J. Shevy, Esq., The Shevy Law Firm, Albany, NY
Start Date:
- August 4, 2023
Start Time:
- 12:00 PM
End Time:
- 1:15 PM
Areas Of Professional Practice Credit(s):
- 1.5
Total Credit(s):
- 1.5
Region:
- Virtual Participation
Format:
- Webinar
Product Code:
- 0MQ81Z_03
NYSBA Member Price:
$50.00
Join (or renew) for special member pricing
Non-Member Price:
$100.00
Sponsoring Committee Group
- Committee on Continuing Legal Education
- Young Lawyers Section
