MSBA's Access to Justice Commission partners with the Attorney General & Governor Hogan to secure $11.7 million for Civil Legal Services to ensure housing security – READ MORE >>

Will Drafting in Maryland (2020)

Description

Join authors and experienced faculty Michael P. Donnelly, Esq., Frederick R. Franke, Jr., Esq., Danielle M. Cruttenden, Esq., Christine W. Hubbard, Esq. and Matthew A. Mace, Esq., who will cover the nuts and bolts of will drafting to include: 

 

    • The Hazards of Intestacy 
    • Developing the Plan – Client intake and how to identify the client’s goals
    • The Will’s Basic Structure – Administrative and Dispositive Provisions
    • Guardians, Personal Representatives & Trustees
    • Distributions & Trusts

The latest edition of Will Drafting in Maryland, 2020 Revised Edition, is coming soon and registrants will be offered a 10% discount on the book when it’s available in January.

5.5 hours of credit (including .5 ethics hours) will be offered for the surrounding MCLE states. If you miss the livestream, it will always be available on-demand on the MSBA CLE catalog.

Viewers will have the chance to submit questions during the livestream as well as ahead of the presentation to Criselle Anderson at criselle@msba.org.

The publication will serve as the primary written materials for this program and must be purchased to receive credit hours from Virginia.

Course Level
TBD
Professional Area of Focus
Estate and Trust Law
CLE Field of Study
Continuing Education Legal Credit
5.5
Regulatory Ethics
.5
Instructor(s)
Michael Donnelly Frederick Franke Danielle Cruttenden Christine Hubbard Matthew Mace
Register Now
When
Jan 28, 2021
9:00 am - 3:30 pm EST
Location
Online
Total CLE Credits
5.5
Format
Webinar

Agenda

Day 1

01/28/2021
9:00 am
Welcome and Introductions/Housekeeping
9:05 am
Intestate’s Will, Developing the Plan, Non-Dispositive Provisions

Intestate’s Will

  • Ethical Considerations

 

Developing the Plan

  • Obtaining Information
  • Standard of Care
  • Questionnaire

Non-Dispositive Provisions

  • Non-Drafting Considerations
  • Execution of Wills
  • Codicils
  • Capacity to Execute Will
  • Safekeeping of Wills

Michael P. Donnelly, Esq., Offit Kurman, Attorneys At Law

10:35 am
Break
10:45 am
The Will’s Basic Structure

 

  • Definitions
  • Basic Structure
  • Preamble
  • Funeral Provisions
  • Debts
  • Tax Clauses
  • Specific and Residuary Bequests
  • Charitable Bequests
  • Miscellaneous and Administrative Provisions

 

Frederick R. Franke, Jr., Esq., Franke & Beckett LLC

Danielle M. Cruttenden, Esq., McNamee Hosea

12:15 pm
Lunch
12:45 pm
Guardians, Personal Representatives & Trustees
  • Guardians
  • Personal Representatives
  • Trustees

Christine W. Hubbard, Esq., Law Offices of Christine W. Hubbard, LLC

2:00 pm
Break
2:10 pm
Distributions & Trusts

 

  • Trusts
  • Small Trust Provisions
  • The Rule Against Perpetuities
  • Common Disaster Provisions
  • Period of Survival Necessary to Inherit
  • Simultaneous Death
  • Combining Trusts
  • Spendthrift Provision
  • Elective Share
  • Trust Termination

Matthew A. Mace, Esq., Baker Donelson

3:25 pm
Program Adjourns

MEMBER


$ (% off)
$205.00

NON-MEMBER


$ (% off)
$225.00
Become A Member

Register for this Event

Will Drafting in Maryland (2020)