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Fundamentals of Will Drafting

October 9, 2020 @ 8:30 am - 4:00 pm


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The University of Alabama School of Law, Tuscaloosa

OR attend by live webcast

6 MCLE credit hours, including 1 hour of ethics

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 every attorney needs to know.

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Handout materials will be available in electronic format.  At least 48 hours before the seminar we will email you a link for downloading the materials.

You may also pay for the in person seminar by credit card or check.

If you are planning to attend in person, please see our COVID policies here before registering.

 


 

The Schedule

8:00      
Registration                              

8:30      
Ethical Issues
Judge Roman Shaul, Alabama State Bar, Montgomery   

9:30     
Fundamentals of Will Drafting: What Every Will Should Contain
Andrew J. Potts, Attorney at Law, 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, Shimoda & Storey LLP, Dothan    

11:40   
Lunch on your own

12:40    
Common Problems and Practical Solutions
Anne R. Moses, Moses & Moses PC, Birmingham

1:25      
Disclaimer Trust Wills and Drafting In Flexibility
Kevin Webb, J.K. Webb, Birmingham

2:10      
Refreshment Break

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

3:05      
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, Campisi Law PC, Birmingham

3:50      
Adjourn

Venue

The University of Alabama School of Law
101 Paul Bryant Drive
TUSCALOOSA, AL 35487 United States

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Phone:
800-627-6514