Respond to Rapid Change and Rev Up Your Document Drafting

From portability elections to joint trusts to Circular 230 changes, estate planning is changing rapidly and in profound ways. Get the latest drafting strategies from the experts and get your forms in tip-top shape. This perennially popular and valuable program informs you of the changes in the law and gives you sample forms that you can put to use today.

Learn to:

• Ensure privacy for the married couple with airtight will and trust provisions
• Prepare durable powers of attorney with the principal’s trust assets in mind
• Draft in contemplation of portability elections
• Navigate the State Correctional Facility Reimbursement Act to leave assets to an incarcerated beneficiary
• Use powers to revoke and amend joint trusts during the lifetime of both spouses
• Respond to opinion letter requests by banks and other institutions before they allow an “inherited IRA” designation
• Maximize exculpatory clauses to limit trustee liability
• Account for Medicaid and elder abuse as you prepare testamentary trusts