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Will Drafting in Maryland

Description

Will Drafting in Maryland– OnDemand

(The recording will be available in your MSBA account within 2 weeks of the live program)

Join authors and experienced faculty Todd Bornstein, 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

5.5 hours of credit (including .5 ethics hours) will be offered for the surrounding MCLE states. Scroll down to register for this Ondemand option.  

The latest edition of the publication will be available Will Drafting in Maryland, 2024 Revised Edition in April. 

The publication will serve as the primary written materials for this program and must be purchased to receive CLE 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)
Frederick Franke Danielle Cruttenden Christine Hubbard Matthew Mace Todd Bornstein
Event Information
When
Available 24/7
Location
Online
Total CLE Credits
5.5
Format
On-Demand

Agenda

Day 1

04/23/2024
9:00 am
Agenda

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. 

 

Developing the Plan

  • Obtaining Information
  • Standard of Care
  • Questionnaire

Todd Bornstein, Esq. 

 

Non-Dispositive Provisions

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

Danielle M. Cruttenden, Esq. 

 

Provisions Concerning Guardians, Personal Representatives & Trustees

  • Guardians
  • Personal Representatives
  • Trustees

Christine W. Hubbard, Esq. 

 

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. 

 

 

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Will Drafting in Maryland