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A step-by-step guide to Will drafting from the client interview, deciding which options work best for particular clients, to sample drafting ideas, and preparation of the final document for execution.
Whether for a client, relative, or friend, sooner or later you will be asked to draft a Will.
While you don’t have to be an expert, you do need to have a general understanding of the tax laws and the options you should consider in order to draft a document that will fulfill the wishes of your client. The speakers will also discuss important provisions that need to be included in a Will, as well as the procedures that are required for the proper execution of a Will.
This popular program is designed for general practitioners, new attorneys, and support staff who have little or no experience in Will drafting. The panel will show you how to build clauses and write Wills that can make your client’s wishes a reality. You’ll learn what questions to ask, how to ask them, and become aware of the ethical dilemmas you should avoid. Then, based on the answers you hear, you’ll be able to see how a seasoned estate planning attorney fashions a Will – clause by clause.
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