Fundamentals of Will Drafting

October 25, 2013

The University of Alabama School of Law, Tuscaloosa
8:30 a.m.
6 MCLE Credit Hours, including 1 Ethics Hour

[ Seminar Brochure ]

The basics of will drafting are more complex than you might think! Whether you are new to practice in estate planning, or whether you want a refresher course for yourself and your family, this seminar contains the practical information that you MUST know!


If you are unable to attend this seminar in person, you also have the option of watching LIVE from your own computer! Live webcasting allows attorneys from all parts of the state to have access to quality speakers and programs without having to travel. Webcasts count as "live credits" just as if the viewer were in attendance at the seminar.  

TO REGISTER FOR THE WEBCAST, just click “InReach Online Seminars” on the home page and then click “Live Webcast” and follow the on screen instructions. 

Instruction on how to purchase a "Live Webcast"

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TO REGISTER FOR THE LIVE ON SITE SEMINAR, please select one of the registration options below. 

To pay by check, you may download and print the mail in registration form Mail your form and check to CLE Alabama, Box 870384, Tuscaloosa, AL 35487-0384. 

To pay by credit card, select one of the options below:

$350 LIVE ON SITE SEMINAR - registration within five days of the seminar Registration
At the seminar you will receive the materials on flash drive. If you register more than 24 hours in advance you will receive a code for downloading and printing the written materials to bring with you.

8:00 Registration and Continental Breakfast Buffet

Nick Y. Shimoda
Nick Y. Shimoda PC, Dothan

8:30 Ethical Issues
Jeremy McIntire
Alabama State Bar, Montgomery 

9:30 Fundamentals of Will Drafting: What Every Will Should Contain
Andrew J. Potts 
Baker Donelson Bearman Caldwell & Berkowitz PC, Birmingham

10:15 Refreshment Break

10:25 What You Need to Know: Trusts and the Uniform Trust Code
Bradley W. Lard
Bradley Arant Boult Cummings LLP, Birmingham

11:10 Basic Tax Considerations 
Nick Y. Shimoda
Nick Y. Shimoda PC, Dothan

11:40 Lunch on your own

12:40 Pros and Cons of Avoiding Probate
•Techniques for Avoiding Probate
•Planning for Probate and How to Make Your Will Work
•Integration of Will with Non Probate Assets
Jennifer Q. Griffin
Kendall Maddox & Associates, Birmingham

1:25 Disclaimer Trust Wills and Drafting in Flexibility
J. Kevin Webb
Dominick Feld Hyde PC, Birmingham

2:10 Refreshment Break

2:20 Drafting for Incapacitated Persons
Katherine Barr
Sirote & Permutt PC, Birmingham

3:05 Common Problems and Practical Solutions
Anne R. Moses
Moses & Moses PC, Birmingham

3:50 Adjourn