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Courses/Law/Will and Estate Law

Drafting Wills, Trusts, and Other Estate Planning Documents

Navigating Legal Complexities in Estate Management for Professionals

Created byAndrew Bechel
4.5
(124 reviews)
BeginnerUpdated Apr 18, 2024
Drafting Wills, Trusts, and Other Estate Planning Documents

What You'll Learn

check_circleUnderstand the foundational elements of estate planning, including the drafting of wills and trusts, probate processes, and the role of different estate planning tools.
check_circleIdentify legal challenges and solutions related to estate and gift taxes, changes in law, and the specific needs of diverse client demographics, including high net-worth individuals.
check_circleExplore the nuances of drafting enforceable documents that adequately reflect the intent of clients while ensuring compliance with current laws and regulations.
check_circleDevelop strategies to navigate complex family dynamics in estate planning, such as blended families, disinheriting relatives, and managing expectations of various beneficiaries.
check_circleLearn about capacity and undue influence and how to ensure clients fully understand the implications of the documents they are signing.

About This Course

This course offers a comprehensive overview of estate planning, focusing on the drafting of wills, trusts, and other related legal documents. Designed for legal professionals, including those new to the field, the course covers various aspects of estate planning to address the growing needs of an aging population and the subsequent transfer of wealth. Through expert insights and practical examples, participants will gain a deeper understanding of estate planning intricacies, from tax considerations to ensuring documents are enforceable and reflective of clients' wishes.


Key Modules

  • Introduction to Estate Planning: Covering the basics, significance, and the scope of estate planning in today’s demographic landscape.
  • Legal Framework and Documentation: Detailed exploration of wills, various trusts (including special needs and disability trusts), and other estate planning documents.
  • Tax Implications in Estate Planning: Understanding the impact of estate and gift taxes and strategies for tax minimization.
  • Ethical Considerations and Client Capacity: Ensuring clients are competent to sign documents and protecting them from undue influence.
  • Advanced Estate Planning Techniques: Handling complex scenarios with high net-worth individuals, special asset classes, and cross-jurisdictional challenges.
  • Case Studies and Real-Life Applications: Practical examples and discussions on real-world scenarios to consolidate learning and apply knowledge effectively.

    • This course is designed to equip participants with the skills and knowledge required to effectively manage and navigate the complexities of estate planning, adapting to evolving legal landscapes and client needs.

    Your Instructor

    Andrew Bechel
    Andrew Bechel

    Senior Counsel, International Wealth and Asset Planning, Greenspoon Marder LLP

    menu_book1 courses
    star124 reviews

    Andrew Bechel is senior counsel in the International Wealth & Asset Planning practice group at Greenspoon Marder LLP. Mr. Bechel focuses his practice on estate planning matters including, integrated estate planning, offshore planning, transactional matters and business and tax planning.

    Credit Information

    What Students Are Saying

    4.5
    Student's Choice
    124 reviews

    Frequently Asked Questions

    We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.