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Fundamentals of Will Drafting

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

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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Registration Options: You can attend this seminar by watching a live webcast on your computer.


 

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

AL United States