Tips For Avoiding Recurring Deficiencies In Drafting Wills And Trusts

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Tips For Avoiding Recurring Deficiencies In Drafting Wills And Trusts

ADVANCED SUBJECT MATTER

PLEASE NOTE: This program contains advanced material from a high-level expert. It is recommended for practitioners who are very knowledgeable about drafting wills and trusts.

Both the CD-Rom and the text download contain the entire 104-page text in WordPerfect 11 and MS Word 2002 files and are compatible with lower versions of each.

Full Brochure

Length 2.5 Hours
Date 5/6/05

Table of Contents
104-Pages

The 104-page course book and 2.5-hour May 6, 2005 presentation by Edward C. Halbach, Jr., Esq. give you valuable suggestions and warnings about typical drafting issues in wills and trusts, including 15 useful FORM clauses. Mr. Halbach served as dean at Boalt Hall, University of California - Berkeley from 1966 to 1975. He is currently Walter Perry Johnson Professor of Law, Emeritus.

Topics include:

• Marital Trusts

• The Drafting Issues

• Simple Survival Requirements

• Drafting Class Gifts

• Drafting Trust Provisions

• 15 FORM clauses

– Marital Bequest: Survivorship Alternatives;

– Special Share For Disclaimed Property

– Generous “Double Standard” Discretion Over Distributions

– Special Power To Terminate Son’s or Daughter’s Trust

– Powers of Appointment - Short and Long Forms