Estate Planning Fundamentals: Will Drafting, Probate, and Guardianship Considerations (2025 Edition)
Joel Krooks, Esq. is an attorney admitted in the state of New York. He focuses his practice on Elder Law, Special Needs Planning and Estate Administration. Mr. Krooks is a member of the Elder Law and Special Needs Section, Trust and Estates Section and Young Lawyers Section of the New York State Bar Association.
Skilled attorney with over 14 years of experience providing personalized representation, legal counsel, advice, resolutions and effective strategies to resolve legal issues in the practice areas of business law, civil litigation, foreclosure, estate planning, family law, guardianship law, probate, immigration, and real estate law.
2 hour CLE
Tuition: $195.00
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Program Summary
Session I - Estate Planning and Will Drafting – Joel Krooks
On this session we’ll discuss estate planning in depth, drafting advance directives, a Last Will and Testament, Revocable Trusts and drafting Supplemental Needs Trusts. Estate planning is very important for all individuals to have and can have major consequences if not done correctly. I will outline the information that any attorney needs to gather from their client when doing an estate plan and how to issue spots when an attorney has the initial consultation with the client.
Key Topics
- Drafting estate planning documents
- The importance of Supplemental Needs Trusts
- Gathering important information from clients
Session II - Securing Your Legacy: Estate Planning, Probate, and Guardianship Essentials – Kimberly Soto
This session provides attorneys with a comprehensive understanding of estate planning, probate administration, and guardianship law. Participants will gain insights into essential estate planning documents, the probate process in Florida, and how to navigate guardianship proceedings when individuals lose mental capacity. The session will cover strategies to avoid probate, the different types of probate administration, and the importance of legal directives in ensuring a client’s wishes are honored. Attendees will leave with practical tools to guide clients in securing their legacies efficiently and legally.
Key Topics
- Estate planning fundamentals
- Navigating probate in Florida
- Guardianship and legal directives
- Avoiding probate and protecting assets
Date / Time: March 27, 2025
- 1:00 pm – 3:10 pm Eastern
- 12:00 pm – 2:10 pm Central
- 11:00 am – 1:10 pm Mountain
- 10:00 am – 12:10 pm Pacific
Closed-captioning available
Speakers
Joel Krooks | Litman Krooks LLP
Joel Krooks, Esq. is an attorney admitted in the state of New York. He focuses his practice on Elder Law, Special Needs Planning and Estate Administration.
Prior to joining Littman Krooks, LLP, Mr. Krooks worked as an Estate Administrator at Fiduciary Trust Company International handling matters for high net worth individuals. He assisted in all phases of the administration of complex estates and terminating trusts. Mr. Krooks is a member of the Elder Law and Special Needs Section, Trust and Estates Section and Young Lawyers Section of the New York State Bar Association.
Mr. Krooks received his Juris Doctor degree from the Benjamin N. Cardozo School of Law. He received his undergraduate degree from the University of Wisconsin-Madison.
Kimberly Soto | The Soto Law Office, P.A.
Skilled attorney with over 14 years of experience providing personalized representation, legal counsel, advice, resolutions and effective strategies to resolve legal issues in the practice areas of business law, civil litigation, foreclosure, estate planning, family law, guardianship law, probate, immigration, and real estate law.
Ms. Soto’s knowledge, coupled with years of experience, allows her to represent her clients in and out of the courtroom. As a result of her excellent client service, she’s earned Avvo Clients’ Choice Award and Avvo’s 9.0 Top Attorney Rating. In 2018, 2019 and 2020, she was selected as one of Florida’s Super Lawyer Rising Stars – a distinction earned by only 2.5% of attorneys practicing in Florida. She was also a nominee of the ABA Journal Lawyers of Distinction Award, which recognizes excellence in the practice of law.
Agenda
Session I – Estate Planning and Will Drafting | 1:00pm – 2:00pm
- Drafting estate planning documents
- The importance of Supplemental Needs Trusts
- Gathering important information from clients
Break | 2:00pm – 2:10pm
Session II – Securing Your Legacy: Estate Planning, Probate, and Guardianship Essentials | 2:10pm – 3:10pm
- Estate planning fundamentals
- Navigating probate in Florida
- Guardianship and legal directives
- Avoiding probate and protecting assets
Credits
Alaska
Approved for CLE Credits
2 General
Alabama
Approved for CLE Credits
2 General
Arkansas
Approved for CLE Credits
2 General
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 CLE Hour(s)
Delaware
Pending CLE Approval
2 General
Florida
Approved for CLE Credits
2.5 General
Certification Credits Approved:
To request these credits, attorneys must contact us to issue a manual certificate.
Phone: (877) 406-8636
Email: registration@mylawcle.com
Georgia
Pending CLE Approval
2 General
Hawaii
Approved for CLE Credits
2.4 General
Iowa
Pending CLE Approval
2 General
Idaho
Pending CLE Approval
2 General
Illinois
Pending CLE Approval
2 General
Indiana
Pending CLE Approval
2 General
Kansas
Pending CLE Approval
2 Substantive
Kentucky
Pending CLE Approval
2 General
Louisiana
Pending CLE Approval
2 General
Massachusetts
No MCLE Required
2 CLE Hour(s)
Maryland
No MCLE Required
2 CLE Hour(s)
Maine
Pending CLE Approval
2 General
Michigan
No MCLE Required
2 CLE Hour(s)
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
Nebraska
Pending CLE Approval
2 General
New Hampshire
Approved for CLE Credits
120 General
New Jersey
Approved for CLE Credits
2.4 General
New Mexico
Approved for CLE Credits
2 General
Nevada
Pending CLE Approval
2 General
New York
Approved for CLE Credits
2.4 General
Ohio
Pending CLE Approval
2 General
Oklahoma
Pending CLE Approval
2.5 General
Oregon
Pending CLE Approval
2 General
Pennsylvania
Approved for CLE Credits
2 General
Rhode Island
Pending CLE Approval
2.5 General
South Carolina
Pending CLE Approval
2 General
South Dakota
No MCLE Required
2 CLE Hour(s)
Tennessee
Approved for CLE Credits
2 General
Texas
Approved for CLE Credits
2 General
Utah
Pending CLE Approval
2 General
Virginia
Not Eligible
2 General Hours
Vermont
Approved for CLE Credits
2 General
Washington
Approved via Attorney Submission
2 Law & Legal Hours
Wisconsin
Pending CLE Approval
2.4 General
West Virginia
Pending CLE Approval
2.4 General
Wyoming
Pending CLE Approval
2 General
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