Federal Bar Association
Log in
(888) 413-1959
Log in

Estate Planning and Will Drafting

Joel Krooks
Joel Krooks | Littman Krooks LLP

Joel Krooks is a member of the Elder Law and Special Needs Section, Trust and Estates Section and Young Lawyers Section of the New York State Bar Association.

On-Demand: December 14, 2023

This class is included in the Federal Bar Association CLE Pass

Subscribe to Federal Bar Association CLE Pass...
Co-Sponsored by myLawCLE
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

1.5 hour CLE
Tuition: $195.00
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Law Firm Subscription Plan

Program Summary

On this CLE I will discuss estate planning in depth, drafting advance directives, a Last Will and Testament, Revocable Trusts and drafting Supplemental Needs Trusts. Estate planning is very important for all individuals to have and can have major consequences if not done correctly. I will outline the information that any attorney needs to gather from their client when doing an estate plan and how to issue spots when an attorney has the initial consultation with the client.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Drafting Estate Planning Documents
  • The importance of Supplemental Needs Trusts
  • Gathering important information from client

Date / Time: January 11, 2024

Closed-captioning available

Speakers

Joel Krooks_FedBarJoel Krooks | Littman Krooks LLP

Joel Krooks is a member of the Elder Law and Special Needs Section, Trust and Estates Section and Young Lawyers Section of the New York State Bar Association. Joel specializes in Estate Planning, Elder Law Planning, Special Needs Planning, Estate Administration, and 17-A Guardianships. Joel received his Juris Doctor from the Benjamin N. Cardozo School of Law and was recognized as a Best Lawyer in Elder Law and Trust & Estates for 2024.

Agenda

I. Drafting Estate Planning Documents | 2:00pm – 2:30pm

II. The importance of Supplemental Needs Trusts | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Gathering important information from client | 3:10pm – 3:40pm

Preview
More CLE Webinars
Trending CLE Webinars
Counsel in the Boardroom and Lawyers Serving on Boards, Including Ethical Considerations (2024 Edition)
Counsel in the Boardroom and Lawyers Serving on Boards, Including Ethical Considerations (2024 Edition)
Howard Brod Brownstein, CTP.
On-Demand
Playing Defense at 30(b)(6) Depositions (2024 Edition)
Playing Defense at 30(b)(6) Depositions (2024 Edition)
Wolf, Greenfield & Sacks, P.C.
On-Demand
Equine Law Essentials: Liability, Business Protection, and Growth Strategies (2025 Edition)
Equine Law Essentials: Liability, Business Protection, and Growth Strategies (2025 Edition)
Foster Swift Collins & Smith
On-Demand
Artificial Intelligence and Data Privacy: Current Laws and Regulations in the United States and the European Union (2025 Edition)
Artificial Intelligence and Data Privacy: Current Laws and Regulations in the United States and the European Union (2025 Edition)
Greenberg Traurig
On-Demand
Using an LLC to Purchase Real Estate: Avoid liability, and minimize veil piercing
Using an LLC to Purchase Real Estate: Avoid liability, and minimize veil piercing
Falcon Rappaport & Berkman LLP
On-Demand
Presenting and Objecting to Evidence in Legal Proceedings: Common pitfalls, documentary evidence, pre-trial motions, expert testimony, and presentation
Presenting and Objecting to Evidence in Legal Proceedings: Common pitfalls, documentary evidence, pre-trial motions, expert testimony, and presentation
KoonsFuller
On-Demand
Best Practices in Civil Discovery in Federal Court (2025 Edition)
Best Practices in Civil Discovery in Federal Court (2025 Edition) Fri, January 24, 2025
Live Webcast
Obtaining and Using Social Media Evidence (2025 Edition)
Obtaining and Using Social Media Evidence (2025 Edition)
Abogadas305
On-Demand
Trucking Litigation: Key Insights for Deposing Drivers and Corporate Representatives
Trucking Litigation: Key Insights for Deposing Drivers and Corporate Representatives Wed, February 26, 2025
Live Webcast
Optimizing Document Review in Litigation: From Strategy to AI-Powered Solutions
Optimizing Document Review in Litigation: From Strategy to AI-Powered Solutions
Ana Law
On-Demand
Upcoming CLE Webinars
The Cloud and GenAI: Security, Audits, and the Related Ethical and Legal Responsibilities [Part 3]
The Cloud and GenAI: Security, Audits, and the Related Ethical and Legal Responsibilities [Part 3] Mon, January 20, 2025
Live Webcast
Real Estate Essentials: From Due Diligence to Default Remedies for Paralegals and Associates
Real Estate Essentials: From Due Diligence to Default Remedies for Paralegals and Associates Tue, January 21, 2025
Live Webcast
Subchapter V 101: A Guide to Small Business Reorganizations in Chapter 11 (2025 Edition)
Subchapter V 101: A Guide to Small Business Reorganizations in Chapter 11 (2025 Edition) Tue, January 21, 2025
Live Webcast
Strategies for Powerful Legal Writing: From Introduction to Conclusion
Strategies for Powerful Legal Writing: From Introduction to Conclusion Tue, January 21, 2025
Live Webcast
Microsoft Word for Lawyers: Styles and paragraph numbering (2024 Edition)
Microsoft Word for Lawyers: Styles and paragraph numbering (2024 Edition) Tue, January 21, 2025
On-Demand
Live Replay
Navigating the FCPA: Third-Party Risk, Compliance Strategies, and Potential Enforcement Changes
Navigating the FCPA: Third-Party Risk, Compliance Strategies, and Potential Enforcement Changes Wed, January 22, 2025
Live Webcast
AI, Automation, and Legal Innovation: Preparing for 2025
AI, Automation, and Legal Innovation: Preparing for 2025 Wed, January 22, 2025
Live Webcast
The First Amendment and Digital Platforms: Insights from the Moody Decision
The First Amendment and Digital Platforms: Insights from the Moody Decision Wed, January 22, 2025
Live Webcast
Texas Business Courts: Opportunities and Challenges for Business Disputes
Texas Business Courts: Opportunities and Challenges for Business Disputes Wed, January 22, 2025
Live Webcast
Drafting Terms of Use for Websites and Mobile Apps: A Guide for 2025
Drafting Terms of Use for Websites and Mobile Apps: A Guide for 2025 Wed, January 22, 2025
Live Webcast
Corporate Governance: How to Serve on Corporate Boards and the Legal Framework Surrounding D&O Insurance, Including Ethical Considerations (2025 Edition)
Corporate Governance: How to Serve on Corporate Boards and the Legal Framework Surrounding D&O Insurance, Including Ethical Considerations (2025 Edition) Wed, January 22, 2025
Live Webcast
Unlocking the Power of AI in eDiscovery: A Comprehensive Overview (2025 Edition)
Unlocking the Power of AI in eDiscovery: A Comprehensive Overview (2025 Edition) Wed, January 22, 2025
Live Webcast
Applying the Federal Rules of Civil Procedure to Your Case (2024 Edition)
Applying the Federal Rules of Civil Procedure to Your Case (2024 Edition) Wed, January 22, 2025
On-Demand
Live Replay
How Attorneys are Using AI: Practical use of AI tools, disclosures, judges treatment, and ethics
How Attorneys are Using AI: Practical use of AI tools, disclosures, judges treatment, and ethics Wed, January 22, 2025
On-Demand
Live Replay
Navigating the NIL Landscape: How NIL and the courts are reshaping the NCAA
Navigating the NIL Landscape: How NIL and the courts are reshaping the NCAA Wed, January 22, 2025
On-Demand
Live Replay
Using Translation and Interpretation Services for Clients Inside and Outside of the Courtroom (Presented by the Federal Bar Association Labor & Employment Law and Civil Rights Law Sections, Sponsored by Kansas and the Western District of Missouri FBA Chapter)
Using Translation and Interpretation Services for Clients Inside and Outside of the Courtroom (Presented by the Federal Bar Association Labor & Employment Law and Civil Rights Law Sections, Sponsored by Kansas and the Western District of Missouri FBA Chapter) Wed, January 22, 2025
Live Webcast
Top Provisions to Look Out for When Negotiating a Restaurant Lease (2025 Edition)
Top Provisions to Look Out for When Negotiating a Restaurant Lease (2025 Edition) Thu, January 23, 2025
Live Webcast
U.S. Green Card Strategies: Adjustment vs. Consular Processing and Tax Planning for Green Card Holders
U.S. Green Card Strategies: Adjustment vs. Consular Processing and Tax Planning for Green Card Holders Thu, January 23, 2025
Live Webcast
Personal Injury: Communication, Documentation, and Trial Success for Associates, and Paralegals
Personal Injury: Communication, Documentation, and Trial Success for Associates, and Paralegals Thu, January 23, 2025
Live Webcast
Construction Law Essentials: Understanding the Latest AIA Contract Revisions
Construction Law Essentials: Understanding the Latest AIA Contract Revisions Thu, January 23, 2025
Live Webcast
The Art of Professionalism: Demonstrating Civility and Integrity in Legal Practice
The Art of Professionalism: Demonstrating Civility and Integrity in Legal Practice Thu, January 23, 2025
Live Webcast
A Strategic Guide to Settling Litigation Proceedings
A Strategic Guide to Settling Litigation Proceedings Thu, January 23, 2025
Live Webcast
The Umbrella of Secrecy: Essential Guidelines of Confidentiality, Attorney-Client Privilege, and Work Product (2025 Edition)
The Umbrella of Secrecy: Essential Guidelines of Confidentiality, Attorney-Client Privilege, and Work Product (2025 Edition) Thu, January 23, 2025
Live Webcast
The Art of Storytelling for Lawyers: Science of storytelling, structure, uses in practice, and challenges
The Art of Storytelling for Lawyers: Science of storytelling, structure, uses in practice, and challenges Thu, January 23, 2025
On-Demand
Live Replay
Foreclosure and Collection Compliance: Navigating the latest FDCPA changes and avoiding costly mistakes
Foreclosure and Collection Compliance: Navigating the latest FDCPA changes and avoiding costly mistakes Thu, January 23, 2025
On-Demand
Live Replay
Personal Injury Settlements for Clients with Disabilities: Preserving Means-Tested Government Benefits (2025 Edition)
Personal Injury Settlements for Clients with Disabilities: Preserving Means-Tested Government Benefits (2025 Edition) Fri, January 24, 2025
Live Webcast
How Military Benefits, Entitlements and Compensation Can Help or Hurt Your Personal Injuries Damages Case
How Military Benefits, Entitlements and Compensation Can Help or Hurt Your Personal Injuries Damages Case Fri, January 24, 2025
Live Webcast
Attracting Clients as a New Lawyer: A Quick-Start Guide
Attracting Clients as a New Lawyer: A Quick-Start Guide Fri, January 24, 2025
Live Webcast
Ethical Foundations: Client Identity, Confidentiality, and Conflict Management
Ethical Foundations: Client Identity, Confidentiality, and Conflict Management Fri, January 24, 2025
Live Webcast
Handling High Conflict Divorces from Legal, Judicial and Psychological Perspectives
Handling High Conflict Divorces from Legal, Judicial and Psychological Perspectives Fri, January 24, 2025
Live Webcast
The Litigator’s Guide to Evidentiary Objections: When to hold them and how to avoid mistakes (Including 1hr of Ethics) [2024 Edition]
The Litigator’s Guide to Evidentiary Objections: When to hold them and how to avoid mistakes (Including 1hr of Ethics) [2024 Edition] Fri, January 24, 2025
On-Demand
Live Replay
Forming LLCs to Hold Rental Properties – a how-to guide (2024 Edition)
Forming LLCs to Hold Rental Properties – a how-to guide (2024 Edition) Fri, January 24, 2025
On-Demand
Live Replay
Best Practices in Civil Discovery in Federal Court (2025 Edition)
Best Practices in Civil Discovery in Federal Court (2025 Edition) Fri, January 24, 2025
Live Webcast
Advanced Strategies in Litigation: Investigations, Appellate Advocacy, and Mediation (2025)
Advanced Strategies in Litigation: Investigations, Appellate Advocacy, and Mediation (2025) Fri, January 24, 2025
Live Webcast
Strategies in Taking and Defending Depositions (2025 Edition)
Strategies in Taking and Defending Depositions (2025 Edition) Mon, January 27, 2025
Live Webcast
Precision in Divorce Litigation: Uncover Assets, Leverage Evidence, and Manage Complexities
Precision in Divorce Litigation: Uncover Assets, Leverage Evidence, and Manage Complexities Mon, January 27, 2025
Live Webcast
AI’s Role in Competence and Fees: Ethical Strategies for the Lawyer of the Future
AI’s Role in Competence and Fees: Ethical Strategies for the Lawyer of the Future Mon, January 27, 2025
Live Webcast
Advanced Deposition Preparation: Witness Dynamics, Remote Depositions, Objections, Safeguards, Exhibits, and Use of Evidence (2025 Edition)
Advanced Deposition Preparation: Witness Dynamics, Remote Depositions, Objections, Safeguards, Exhibits, and Use of Evidence (2025 Edition) Mon, January 27, 2025
Live Webcast
Auto Accident Litigation: Pre-Suit Precision to Trial Dominance
Auto Accident Litigation: Pre-Suit Precision to Trial Dominance Tue, January 28, 2025
Live Webcast
Immigration Law Shifts in 2025: Preparing for the Next Administration
Immigration Law Shifts in 2025: Preparing for the Next Administration Tue, January 28, 2025
Live Webcast
Estate Planning for Business Owners: From Onboarding to Sale
Estate Planning for Business Owners: From Onboarding to Sale Tue, January 28, 2025
Live Webcast
Methods of Resolving Shareholder Disputes: Mediation, Litigation, Freeze-Out Mergers, Special Litigation Committees and More
Methods of Resolving Shareholder Disputes: Mediation, Litigation, Freeze-Out Mergers, Special Litigation Committees and More Tue, January 28, 2025
Live Webcast
Construction Law Foundational Principles (2025 Edition)
Construction Law Foundational Principles (2025 Edition) Tue, January 28, 2025
Live Webcast
ABLE Accounts and Special Needs Trusts: Ensuring eligibility for supplemental security income (SSI) and Medicaid
ABLE Accounts and Special Needs Trusts: Ensuring eligibility for supplemental security income (SSI) and Medicaid Tue, January 28, 2025
On-Demand
Live Replay
Developing a Comprehensive Employee Handbook: Essential components, critical policies, pitfalls, remote work, and recent legal developments
Developing a Comprehensive Employee Handbook: Essential components, critical policies, pitfalls, remote work, and recent legal developments Wed, January 29, 2025
On-Demand
Live Replay
Medicaid Planning Strategies for Paralegals and Associates
Medicaid Planning Strategies for Paralegals and Associates Wed, January 29, 2025
Live Webcast
Best Practices for Pleadings, Motions, Briefs, and Discovery for Paralegals and Associates
Best Practices for Pleadings, Motions, Briefs, and Discovery for Paralegals and Associates Wed, January 29, 2025
Live Webcast
Legal Malpractice Pitfalls: Retainer Agreements, Cybersecurity, Technology, AI, and Nonlawyer Assistants (2025 Edition) (Including 1 Hour of Ethics)
Legal Malpractice Pitfalls: Retainer Agreements, Cybersecurity, Technology, AI, and Nonlawyer Assistants (2025 Edition) (Including 1 Hour of Ethics) Wed, January 29, 2025
Live Webcast
Cybersecurity Essentials for Legal Professionals: Keys to Managing Cyber Incidents, Insurance Claims, and Reporting Obligations for Law Firms and their Clients (2025 Edition)
Cybersecurity Essentials for Legal Professionals: Keys to Managing Cyber Incidents, Insurance Claims, and Reporting Obligations for Law Firms and their Clients (2025 Edition) Wed, January 29, 2025
Live Webcast
Stay Compliant and Save with the Latest Workers' Compensation Medicare Set Aside Arrangements (WCMSA) Techniques (2025 Edition)
Stay Compliant and Save with the Latest Workers' Compensation Medicare Set Aside Arrangements (WCMSA) Techniques (2025 Edition) Wed, January 29, 2025
Live Webcast
Increasing Protection for American Industry: Section 337 Cases at the ITC (Presented by the Federal Bar Association Intellectual Property Law Section)
Increasing Protection for American Industry: Section 337 Cases at the ITC (Presented by the Federal Bar Association Intellectual Property Law Section) Wed, January 29, 2025
Live Webcast
Revocable Living Trusts from Start to Finish [Including 1 Ethics Hour] (2025 Edition)
Revocable Living Trusts from Start to Finish [Including 1 Ethics Hour] (2025 Edition) Thu, January 30, 2025
Live Webcast
Legal Advocacy: Strategies for Persuasive and Credible Brief Writing
Legal Advocacy: Strategies for Persuasive and Credible Brief Writing Thu, January 30, 2025
Live Webcast
In-House Counsel Navigating New and Recurring Ethical Challenges
In-House Counsel Navigating New and Recurring Ethical Challenges Thu, January 30, 2025
Live Webcast
Fighting Fraud: Strategies for Detecting and Dealing with Bankruptcy Fraud Cases
Fighting Fraud: Strategies for Detecting and Dealing with Bankruptcy Fraud Cases Thu, January 30, 2025
Live Webcast
Service and Emotional Support Animals: Updates on Animal Accommodation Laws (2024 Edition)
Service and Emotional Support Animals: Updates on Animal Accommodation Laws (2024 Edition) Thu, January 30, 2025
On-Demand
Live Replay
Student Loan Repayment and Forgiveness in Changing Times (2024 Edition)
Student Loan Repayment and Forgiveness in Changing Times (2024 Edition) Thu, January 30, 2025
On-Demand
Live Replay
Divorce Strategies for Paralegals and Associates: Jurisdiction, Financial Insights, and Custody Challenges
Divorce Strategies for Paralegals and Associates: Jurisdiction, Financial Insights, and Custody Challenges Thu, January 30, 2025
Live Webcast
Understanding Open-Source Software – Including Recent Developments
Understanding Open-Source Software – Including Recent Developments Thu, January 30, 2025
Live Webcast
Ethics of Civility and Respect: Managing Challenging Interactions with Difficult Individuals Encountered in the Legal Profession (2025 Edition)
Ethics of Civility and Respect: Managing Challenging Interactions with Difficult Individuals Encountered in the Legal Profession (2025 Edition) Thu, January 30, 2025
Live Webcast