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Event Details
Want to develop a successful wills and estates practice, but unsure of where to start? This course will provide you with the fundamental building blocks by teaching you how to draft a will, how to create a basic estate plan, and how to incorporate a will into an estate plan. Topics will also include when to consider trust planning, how to integrate corporate succession, estate tax issues, and mediation. From interviewing clients and taking instructions, to analyzing the components of an estate plan, to focusing on key will drafting considerations, this course has it covered! Experienced practitioners will provide you with valuable insights and helpful practice tips for every step. You will leave with essential information to move forward with your wills and estates files.
Join us and be prepared for practice!
After taking this program, you will:
- understand how to create a basic estate plan including drafting a will
- be able to better interview clients and understand their expectations
- gain knowledge of different techniques in estate planning
- have the tools to develop a successful wills and estates practice
