Drafting Estate Planning Documents

2021 Estate Planning Fundamentals Course

Description: Partner Lucy Bickford, along with a panel of attorneys, will provide a detailed review of core estate planning documents and their provisions. The course is designed to help new estate planning professionals understand the property and tax law basis for each provision. Key takeaways include:

  • Anatomy of a standard A/B estate plan
  • Elements of basic estate planning documents (wills, revocable living trusts, and powers of attorney)
  • Tips for selections of fiduciaries
  • Discussion of discretionary standards
  • Overview of trustee powers, tax planning, and other drafting considerations

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