MICPEL and the Maryland State Bar Association Section of Estate & Trust Law

In Cooperation with the University of Maryland School of Law and the University of Baltimore School of Law

Present:

 

WILL DRAFTING
Course #10-3121

Click here for a printable order form 
Please fill out the form completely and fax it to MICPEL at 410.659.0647.

November 19, 2009

University of Maryland Shady Grove

Rockville, MD

9:00 a.m. – 4:00 p.m.

 

December 10, 2009

University of Baltimore Business Center

Baltimore, MD

9:00 a.m. – 4:00 p.m.

 

5.5 HRS CLE - Includes 0.5 Ethics Hours

 

What you will learn & why you should attend...

Will Drafting will focus on the planning and drafting considerations that are common to all wills regardless of size. You will learn how to determine what your clients want and how to implement those desires. Join our panel of experienced practitioners as they explain necessary clauses, preferred language, and how to anticipate and avoid probate problems.

 

Additionally, the non-Federal tax considerations are becoming paramount for most estates. This program will feature discussion on planning and drafting considerations, dispositive and other administrative provisions of a will. All attendees can receive a copy of the newly revised MICPEL publication Will Drafting in Maryland. Forms on disk are also available for separate purchase. If you are involved in the drafting or revision of wills or planning estates, this program is a must.

 

Agenda........

WILL DRAFTING IN MARYLAND

9:00 a.m. - 10:30 a.m.

Intestate’s Will

·  Ethical Considerations

 

Developing the Plan

·  Obtaining Information

·  Standard of Care

·  Questionnaire

 

Non-Dispositive Provisions

·  Non-Drafting Considerations

·  Execution of Wills

·  Codicils

·  Capacity to Execute Will

·  Safekeeping of Wills

 

10:30 a.m. - 10:45 a.m. Break

 

10:45 a.m. - 12:15 p.m.

The Will’s Basic Structure

·  Definitions

·  Basic Structure

·  Preamble

·  Funeral Provisions

·  Debts

·  Tax Clauses

·  Specific and Residuary Bequests

·  Charitable Bequests

·  Miscellaneous and Administrative Provisions

 

12:15 p.m. - 1:15 p.m. Lunch

 

2:30 p.m. - 2:45 p.m. Break

 

2:45 p.m. - 4:00 p.m.

Distributions & Trusts

·  Trusts

·  Small Trust Provisions

·  The Rule Against Perpetuities

·  Common Disaster Provisions

·  Period of Survival Necessary to Inherit

·  Simultaneous Death

·  Combining Trusts

·  Spendthrift Provision

·  Elective Share

·  Trust Termination

 

1:15 p.m. - 2:30 p.m.

Guardians, Personal Representatives & Trustees

·  Guardians

·  Personal Representatives

·  Trustees

 

Faculty

OUR OUTSTANDING FACULTY

Cristin C. Lambros, Esq.

Cristin C. Lambros, LLC

Program Chair

 

Deborah A. Cohn, Esq.

Paley Rothman

 

Charles S. Abell, Esq.

Furey, Doolan & Abell, LLP

 

Kimberly C. Aviles, Esq.

Corbin Schaffer & Aviles, Chtd.

  

Danielle M. Cruttenden, Esq.

Merrill, Cruttenden & Collingson P.A.

 

Michael P. Donnelly, Esq.

Offit Kurman, Attorneys at Law

 

Frederick R. Franke, Jr., Esq.

Law Offices of Frederick R. Franke, Jr.

 

Matthew A. Mace, Esq.

Ober, Kaler, Grimes & Shriver

 

Video Replays: 9:00 a.m. - 4:00 p.m. for both locations

January 8, 2010 - Baltimore - MICPEL Offices

January 15, 2010 - Baltimore - MICPEL Offices

January 29, 2010 - Rockville - Circuit Court Law Library, Rm. 326

February 5, 2010 - Rockville - Circuit Court Law Library, Rm. 326

 

Tuition for Program and Your Copy of

Will Drafting in Maryland:

MSBA Young Lawyer Section Members o $284

MSBA Estate and Trust Law Section Members o $284

MSBA Members o $304

All Others o $334

MICPEL Flex/Select Pass Holders o $45

Video Replay o $284

PA MCLE Credit Fee ($2/hour) o $12

PA Bar. ID #________________

 

Tuition for Program ONLY

Multiple registrants from the same office may share written

materials; tuition for additional registrant(s) without materials is:

MSBA Young Lawyer Section Members o $239

MSBA Estate and Trust Law Section Members o $239

MSBA Members o $259

All Others o $289

MICPEL Flex/Select Pass Holders o $0

Video Replay o $239

PA MCLE Credit Fee ($2/hour) o $12

PA Bar. ID #________________

 

Too Busy to Attend?

Manual, CDs and DVDs are available for shipment within thirty (30) days

after the course date.. Prices includes tax and shipping.

Will Drafting in Maryland Manual $100.95 (Inv. #1284-09)

CDs and Manual $174.45 (Inv. #2551-09)

DVDs and Manual $216.45 (Inv. #2782-09)

Forms Disk $58.95* (Inv. #2315-09)

Manual and Disk $142.95* (Inv. #2316-09)