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:
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)