Estate Planning 101 (2021)


CLE credits earned: 3 General Credits, 1 Ethics Credit (WA 3 Law and Legal, 1 Ethics)

Join myLawCLE for a comprehensive introduction to estate planning. This course is perfect for a beginning practitioner, someone looking to add estate planning to an existing practice, or just as a refresher course. Basic estate planning will be included, along with a focus on revocable living trust planning, guardianship, and conservatorship law, planning with unique assets, and probate and trust administration. To conclude, ethics rules implicated in estate planning practice will be examined.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

•   What is Estate Planning?
•   Estate Planning Concepts
•   Revocable Living Trusts and Trust Planning
•   Funding the Trust
•   Ethics

Date / Time: September 29, 2021

•   1:00 pm – 5:30 pm Eastern
•   12:00 pm – 4:30 pm Central
•   11:00 am – 3:30 pm Mountain
•   10:00 am – 2:30 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 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

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

Choose the format you want.


Original Broadcast Date: May 14, 2021

Mary Akkerman_Davenport_Evans_Hurwitz & Smith LLP_myLawCLEMary Akkerman, Partner | Davenport, Evans, Hurwitz & Smith LLP

Mary Akkerman practices in estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. She is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors.

Mary is an American College of Trust and Estate Counsel (ACTEC) Fellow. She is a member of the Society of Trust and Estate Practitioners and Sioux Falls Estate Planning Council.

Mary has received an AV Preeminent® Peer Review Rating by Martindale-Hubbell®, for the highest level of professional excellence for legal knowledge, communication skills and ethical standards. She has a Band 1 individual ranking in the Chambers High Net Worth Guide by Chambers and Partners in the area of Private Wealth Law, and is listed in The Best Lawyers in America© in Trusts & Estates.

Mary has also been ranked in the top 5% of practicing attorneys in South Dakota by Great Plains Super Lawyers in the areas of Estate Planning & Probate.


Accreditation Policy

myLawCLE seeks accreditation for all programs in all states except, ME, VA, and WV. 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, NM, NJ, NY and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    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 previously 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]


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, NM, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

I. What is Estate Planning? | 1:00-2:00
–A. Basic probate rules
–B. Non-probate transfers
–C. Federal transfer taxes
–D. Pre-mortem and post-mortem planning

II. Break | 2:00-2:10

III. Estate Planning Concepts | 2:10-3:10
–A. Estate Planning Basics
–B. Powers of Attorney
–C. Living Wills and Healthcare Directives
–D. Guardianships and Conservatorships
–E. Irrevocable Trusts
–F. Planning for retirement assets
–G. Life insurance in estate planning
–H. Challenges with real estate
–I. Non-traditional assets
–J. Probate administration
–K. Trust administration

IV. Break | 3:10-3:20

V. Revocable Living Trusts and Trust Planning | 3:20-4:05
–A. How to Structure
–B. Marital Deduction Planning
–C. Other Trust Structures

VI. Funding the Trust | 4:05-4:20
–A. Titling, Ownership and Beneficiary Designations
–B. Pay on Death and Transfer on Death Accounts
–C. Retirement Plans
–D. Real Estate
–E. Life Insurance
–F. Personal Property and Other Assets

VII. Break | 4:20-4:30

VIII. Ethics | 4:30-5:30
–A. Joint Representation and Identifying the Client
–B. Confidentiality and Attorney-Client Privilege
–C. Serving as a fiduciary
–D. Incapacity Planning
–E. Fraudulent Transfer Avoidance