Mary 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.
On-Demand: September 29, 2022
Select Your State Below to View CLE Credit Information
Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs
Join myLawCLE for a seminar on the basics of will drafting, including estate planning, the importance of titling, beneficiary designations, testacy versus intestacy, and drafting of the will. This CLE contains an hour of ethics.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
Date: November 28, 2022
Mary Akkerman | Partner, Davenport Evans Lawyers
Mary 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 by Best Lawyers® 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.
I. Basics of estate planning | 1:20pm – 1:44pm
II. The importance of titling | 1:44pm – 2:20pm
Break | 2:20pm – 2:30pm
III. Beneficiary designations | 2:30pm – 2:50pm
IV. Testacy versus intestacy | 2:50pm – 3:10pm
V. Drafting of the Will | 3:10pm – 3:30pm
Break | 3:30pm – 3:40pm
VI. Ethics | 3:40pm – 4:40pm