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Estate Planning 101: Creating an estate plan for your client from scratch

Michael Sneeringer
Michael Sneeringer | Brennan Manna & Diamond

Michael Sneeringer is an attorney in the Bonita Springs, Florida, and Cleveland, Ohio, offices of Brennan Manna & Diamond where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law.

On-Demand: October 22, 2024

2 hour CLE

Tuition: $195.00
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Program Summary

In this CLE, we will discuss how an attorney can create an estate plan for a client from scratch. By the end of this CLE, you should be able to prepare a will and revocable trust. You will learn the legal provisions that should be drafted into a will and revocable trust. You will understand the difference between an optional legal provision and mandatory legal provision. This CLE will give you an idea of signing formalities should go into the execution of a will and revocable trust. Finally, this CLE will discuss facts and circumstances that dictate when a will and revocable trust should be edited or revoked.

Key topics to be discussed:

  • What factors typically drive an initial conversation when a client is looking to have a will and/or revocable trust prepared?
  • What is a will, what mandatory legal provisions should be drafted into a will, and what optional legal provisions may, but are not required, to be drafted into a will?
  • What is a revocable trust, what mandatory legal provisions should be drafted into a revocable trust, and what optional legal provisions may, but are not required, to be drafted into a revocable trust?
  • When should a will or revocable trust be amended or revoked?

Closed-captioning available

Speakers

Michael Sneeringer_myLawCLEMichael Sneeringer | Brennan Manna & Diamond

Michael Sneeringer is an attorney in the Bonita Springs, Florida, and Cleveland, Ohio, offices of Brennan Manna & Diamond where his practice focuses on trust and estate planning, probate administration, asset protection planning, and tax law.

He serves as chair of the Asset Protection Committee of the Florida Bar’s Real Property, Probate & Trust Law Section, and is a reporter at the Heckerling Institute for the American Bar Association’s Real Property, Trust and Estate Law Section. Michael is the Editor, Trust and Estate, for Probate & Property Magazine.

Michael received his B.A. from Washington & Jefferson College, his J.D., cum laude, St. Thomas University School of Law, and his LL.M. from the University of Miami School of Law

Agenda

I. What factors typically drive an initial conversation when a client is looking to have a will and/or revocable trust prepared? | 1:00pm – 1:30pm

II. What is a will, what mandatory legal provisions should be drafted into a will, and what optional legal provisions may, but are not required, to be drafted into a will? | 1:30pm – 2:00pm

Break | 2:00pm – 2:10pm

III. What is a revocable trust, what mandatory legal provisions should be drafted into a revocable trust, and what optional legal provisions may, but are not required, to be drafted into a revocable trust? | 2:10pm – 2:40pm

IV. When should a will or revocable trust be amended or revoked? | 2:40pm – 3:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 General Hours

Delaware

Pending CLE Approval
2 General

Florida

Approved for CLE Credits
2.5 General

Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Approved for CLE Credits
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 General

Kansas

Pending CLE Approval
2 General

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 General Hours

Maryland

No MCLE Required
2 General Hours

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 General Hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Approved for Self-Study Credits
2.5 General

Oregon

Approved for Self-Study Credits
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 General Hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved for Self-Study Credits
2 Law and Legal

Wisconsin

Approved for Self-Study Credits
2 General

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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