Will Drafting for New Lawyers – 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