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Presented by the Estates and Probate Section

Seminar Code: EEP161027

Who Should Attend:
Attorneys, paralegals, and trust professionals interested in basic will drafting.
This seminar is appropriate for both newly admitted and experienced attorneys.

You Will Learn:

• How to assess your clients' needs
• Which tools will work best for various client needs
• Technical document drafting best practices and sample language
• About living trusts

Speakers:
John R. Ivimey, Reid and Riege PC, Hartford

Barbara A. Taylor,Reid and Riege PC, Hartford
 

Program Agenda

- Purposes of Estate Planning

- The Initial Client Questionnaire

- Wills

- Will Drafting

- Finish Will Drafting

- Examples of Questionable Provisions

- Trusts

- Finish Trusts

- Taxes

- Trust Drafting

- Finish Trust drafting

- Ethical Considerations

- Questions and Answers

- Program Concludes