Will Drafting 101 (Including 1hr. of Ethics)

Mary Akkerman
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.

Re-Broadcast: October 17, 2022
Will Drafting 101 (Including 1hr. of Ethics)

$245.00 3 hour CLE

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Program Summary

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.

Key topics to be discussed:

  • Basics of estate planning
  • The importance of titling
  • Beneficiary designations
  • Testacy versus intestacy
  • Drafting of the Will
  • Ethics

Date / Time: October 17, 2022

  • 1:20 pm – 4:40 pm Eastern
  • 12:20 pm – 3:40 pm Central
  • 11:20 am – 2:40 pm Mountain
  • 10:20 am – 1:40 pm Pacific

Closed-captioning available

Speakers

Mary Akkerman_Davenport_Evans_Hurwitz & Smith LLP_myLawCLEMary 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.

Agenda

I. Basics of estate planning | 1:20pm – 1:44pm

  1. Who needs and estate plan?
  2. What is an estate?

II. The importance of titling | 1:44pm – 2:20pm

  1. Joint tenancy
  2. Tenancy by the entirety
  3. Tenants in common

Break | 2:20pm – 2:30pm

III. Beneficiary designations | 2:30pm – 2:50pm

  1. How they affect the estate plan
  2. What wills control

IV. Testacy versus intestacy | 2:50pm – 3:10pm

  1. Partial intestacy
  2. Formalities of will execution

V. Drafting of the Will | 3:10pm – 3:30pm

  1. Tax planning
  2. Incapacity planning
  3. Basic provisions

Break | 3:30pm – 3:40pm

VI. Ethics | 3:40pm – 4:40pm

  1.  Who is your client?
  2. Joint representation
  3. Confidentiality
  4. What to do when the client has diminished capacity
  5. Americans with Disabilities Act
  6. Avoiding fraudulent transfers