Adding Estate Planning to Your Practice: The Essentials an Attorney Must Know [incl. 1 Ethics Hour]


CLE credits earned: 3 GENERAL / 1 ETHICS (or 3 LAW & LEGAL / 1 ETHICS for WA state)

Benjamin Franklin said two things are certain: death and taxes. So, regardless of changes in the law, legal services for estate planning and probate will always be in demand. Whether you are a litigation lawyer looking for a change of pace or a transactional attorney tired of referring out estate planning clients, this seminar is for you. Learn the basics of estate planning and probate practice, how to build or transition an estate planning practice, and practical ethical tips.

Key topics to be discussed:

•   Top estate and trust planning techniques
•   Top mistakes to avoid
•   Adding probate and trust administration to your practice
•   Ethical issues to consider and rules to follow when doing estate planning and probate

Date / Time: August 25, 2020

•   2:00 pm – 6:00 pm Eastern
•   1:00 pm – 5:00 pm Central
•   12:00 pm – 4:00 pm Mountain
•   11:00 am – 3:00 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 7 business days after the original recording date and are view-able for up to one year.

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

Choose the format you want.


Original Broadcast Date: September 13, 2019

Mary Akkerman, Esq. guides clients through all aspects of fiduciary representation and 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. Mary is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors on cross-border planning, non-resident alien trust formation, and international tax issues.

She was elected to the American College of Trust and Estate Counsel (ACTEC), a national organization of approximately 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors.

Her experience includes:
• Obtaining state charters for private family trust companies for ultra-high net worth families and assisted in formation of trust company entities, policies and procedures, and trust administration matters
• Regularly representing trustees in defense of high-stakes cases involving fiduciary claims
• Regularly representing interested parties in contested trust, estate, guardianship and conservatorship matters

Mary is also a member of Ballard Spahr’s Diversity Council.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) 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, NH, NM, NJ, NY, WV, 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, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous 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, SC, 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, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Section I. Top estate and trust planning techniques
a) Wills
b) Will substitutes
c) Revocable Trusts
d) Power of Attorney and Healthcare Directives
e) Irrevocable Trusts
f) Planning for Retirement Accounts
g) The Importance of Titling

Section II. Top mistakes to avoid
a) Examples and case studies

Section III. Adding probate and trust administration to your practice
a) Practical tips
b) Pricing and billing
c) Forms
d) Using paralegals
e) Business development

Section IV. Ethical issues to consider and rules to follow when doing estate planning and probate
a) Who is your client?
b) Representing couples
c) Representing multiple generations
d) Representing a fiduciary
e) Representing beneficiaries
f) Attorney-client privilege
g) Duty of confidentiality
h) Duty of competency
i) Incapacity of a client