Estate Planning with Wills and Revocable Living Trusts, Including Ethics

Mary Akkerman
Mary Akkerman | 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.

On-Demand: January 20, 2021

Estate Planning with Wills and Revocable Living Trusts, Including Ethics
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

Unable to Attend Live Broadcast?

Receive access to recorded class and earn self-study credit. Recording is made available 5 business days after live broadcast.

Can't Decide Which CLE Progam?

Access All
Our Programs
Only $245yr

Annual Subscription includes access to:
  • 500+ Live CLE Webinars
  • National Hot Legal Topics
  • New Laws and Regulations
  • State Specific Programs
  • All Formats: Live, Replay, & On-Demand
Subscribe Today
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

Program Summary

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 and ethics.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Why Every Client Needs an Estate Plan
  • Basic Estate Planning
  • Ethics
  • Revocable Living Trusts and Trust Planning
  • Funding the Trust

Date / Time: November 8, 2021

  • 12:30 pm – 5:00 pm Eastern
  • 11:30 am – 4:00 pm Central
  • 10:30 am – 3:00 pm Mountain
  • 9:30 am – 2:00 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 5 business days after the original recording date and are view-able for up to one year.

Closed-captioning available

Speakers

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.

Agenda

I. Why Every Client Needs an Estate Plan | 12:30-1:18

A. Basic probate rules
B. Non-probate transfers
C. Federal transfer taxes

II. Basic Estate Planning | 1:18-2:06

A. Estate Planning Basics
B. Powers of Attorney
C. Living Wills and Healthcare Directives

III. Ethics | 2:06-2:54

A. Joint Representation and Identifying the Client
B. Confidentiality and Attorney-Client Privilege
C. Incapacity Planning
D. Fraudulent Transfer Avoidance

IV. Revocable Living Trusts and Trust Planning | 2:54-3:22

A. How to Structure
B. Marital Deduction Planning
C. Other Trust Structures

V. Funding the Trust | 3:22-5:00

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