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Will Drafting in Maryland Essential Resources for Estate Planning Attorneys

Description

Join us for the newest virtual presentation of Will Drafting in Maryland!

This livestream presentation will take place on Tuesday, April 23, 2024 at 9 a.m. This course will cover the nuts and bolts of will drafting. This is the perfect course for any solo or general practitioner, as well as estates & trust attorneys looking to get caught up on the date on updates & recent changes in the law.


Icon of course highlightsCourse Highlights:

    • 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

5.5 hours of credit (including .5 ethics hours) will be offered for the surrounding MCLE states. If you’re unable to attend the live virtual program in April, the entire event will be recorded and available to you to view later. You can pre-purchase the OnDemand HERE.

BookCourse Book:

The latest edition of the publication Will Drafting in Maryland, 2024 Revised Edition will be the primary material for the course and will be available in AprilRegistrants will be offered a 10% discount on the book when they register for the program. This publication must be purchased to receive CLE credit hours from Virginia.

 

Presented by: 

The authors of Will Drafting in Maryland, 2024 Revised Edition –

 

The MSBA is committed to providing accessibility to its programs, events and services to all potential attendees. If you need accommodations for this event please email cle@msba.org

 

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)
Frederick Franke Danielle Cruttenden Christine Hubbard Matthew Mace Todd Bornstein
Event Information
When
Apr 23, 2024
9:00 am - 3:30 pm EST
Location
Online
Total CLE Credits
5.5
Format
Webinar

Agenda

Day 1

04/23/2024
9:00 am
Agenda

9:00 a.m. – 10:00 a.m. The Will’s Basic Structure

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

Intestate’s Will

  • Ethical Considerations

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

 

10:00 a.m. – 10:15 a.m.  Break

 

10:15 a.m. – 11:15 a.m. Developing the Plan

  • Obtaining Information
  • Standard of Care
  • Questionnaire

Todd Bornstein, Esq., Selzer Gurvitch

 

11:15 a.m. – 11:30 a.m Break

 

11:30 a.m. – 12:30 p.m Non-Dispositive Provisions

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

Danielle M. Cruttenden, Esq.,  Law Offices of Christine W. Hubbard, LLC 

 

12:30 p.m. – 1:00 p.m. Lunch

 

1:00 p.m. – 2:00 p.m.

Provisions Concerning Guardians, Personal Representatives & Trustees

  • Guardians
  • Personal Representatives
  • Trustees

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

 

2:00 p.m. – 2:15 p.m. Break

 

2:15 p.m. – 3:15 p.m. 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

 

3:15 p.m. – 3:30 p.m. – Q&A 

3:30 p.m. Program Adjourns

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Will Drafting in Maryland