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CLE# 2007-014: The Basics About Basic Wills

Credits: 3.75 General / 0.5 Ethics

Date: Thursday, November 8, 2007


Click Here to Order

Purchase Program Recording (includes course material):

  • DVD: $65.00
  • Audio portion only on CD-Rom: $65.00

Course Materials Only:

*No CLE credit for materials only.


Topics:
This program focuses on the basics of will drafting using a hypothetical case.
  • Overview and Introduction of hypothetical
  • Information gathering/ethics & capacity
  • Taxable v. non-taxable estates/probate v. non-probate assets
  • Drafting wills and testamentary trusts including special provisions
  • Unique Alaska
    assets:  PFDs, ANCSA shares, IFQs and limited entry permits
  • Powers of attorney and health care directives 

Faculty:

Attorneys Susan Behlke Foley, Christina Passard, and William Pearson.


Also listed in: Elder Law / Estate Planning / Probate

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