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Will Drafting in Maryland

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

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.

The latest edition of the publication Will Drafting in Maryland, 2021 Revised Edition, is available now! Registrants will be offered a 10% discount on the book when they register for the program. The publication will serve as the primary written materials for this program and must be purchased to receive CLE hours from Virginia.

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.

 

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 - 5:30 pm EDT
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

Live Q&A with presenter (10 – 15 minutes)

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

Live Q&A with presenter (10 – 15 minutes)

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

Live Q&A with presenter (10 – 15 minutes)

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

Live Q&A with presenter (10 – 15 minutes)

Matthew A. Mace, Esq., Baker Donelson

3:25 pm
Program Adjourns

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Will Drafting in Maryland