Drafting Essential Estate Planning Documents

$195.00

CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

This course is designed to assist practitioners with a comprehensive overview of the estate planning documents that are essential in planning and drafting a client’s estate plan. Through thorough planning and intentional drafting, attorneys can ensure that their documents properly reflect their client’s wishes, and effectively achieve their goals. This course also reviews important best practices that are crucial for every estate planning practitioner.

Key topics to be discussed:

•   Key components for Wills, Trusts and Powers of Attorney
•   State-specific requirements
•   Best practices and practitioner recommendations

Date / Time: April 15, 2019

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.

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Original Broadcast Date: April 15, 2019

Elizabeth Fernandez, Esq. is the Senior Trusts & Estates Attorney at EPGD Law and Managing Attorney of the firm’s West Palm Beach office. She received her B.A. in Political Science from Florida International University, and is a Lifetime Member of the FIU Alumni Association. Elizabeth earned her Juris Doctor with honors from St. Thomas University School of Law. While at St. Thomas, she was the President of the St. Thomas University Chapter of the Cuban American Bar Association and briefly served as Executive Vice President of the St. Thomas University Trial Team. Elizabeth received the CALI Book Award for Administrative Law and earned Dean’s List distinctions several times. Before joining EPGD Law, Mrs. Fernandez interned at the City of Miami City Attorney’s Office, where she assisted in civil litigation matters, and the CABA Pro Bono Project.

Elizabeth is involved in the following professional associations:

• Dade County Bar Association
• South Miami Kendall Bar Association
• Cuban American Bar Association

Elizabeth is fluent in Spanish, and is admitted to practice law in the State of Florida, She is also admitted to practice before the U.S. District Courts for the Southern District of Florida, and the U.S Tax Court. In her spare time, Elizabeth enjoys attending sporting events and concerts, and spending time with her family.

Elizabeth focuses her practice on Estate Planning, Wills, Trusts, Guardianship, Probate, and Advanced Directives.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

Automatic MCLE Approvals
All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, WV, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

Applied MCLE Approvals
myLawCLE seeks approval via application in all other states that are not automatically approved through myLawCLE’s state accreditation. (Some states may take up to 4 weeks to send in final accreditation, however attendees will receive accreditation according to the date the class was taken—the state of VA may take up to 12 weeks.)

Accreditation on Formats: Live Video Broadcasts, “Live” Re-Broadcasts and On-Demand CLEs

Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

“Live” Re-Broadcasts
“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

On-Demand CLEs
On-demand CLE classes are available 24/7 via the myLawCLE portal. Attendance to these classes is monitored and recorded via our login process and a certificate of completion is issued upon the close of viewing the program. These CLEs can be viewed at anytime and only qualify for self-study CLE credits.

Reciprocity
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

myLawCLE Credit Guarantee
Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Section I. Drafting Legal Documents (Generally)
a) Best Practices

Section II. Last Will and Testament
a) Key Components
b) Executor Powers and Responsibilities

Section III. Living Trusts
a) Trust Structure
b) Tax Planning
c) Dispositive Provisions
d) Trustee Powers and Responsibilities

Section IV. Durable Powers of Attorney
a) Key Components
b) Agent Powers and Responsibilities

Section V. Health Care Surrogates and Advance Directives
a) Key Components
b) State-Specific Forms and Requirements
c) Surrogate Powers and Responsibilities

Section VI. Letters of Last Instruction
a) Best Practices and Considerations