Attention:
Card image cap

Fundamental Will & Trust Drafting


Level: Advanced
Runtime: 94 minutes
Recorded Date: March 23, 2017
Click here to share this program
Download PDF

Agenda

  • Steps in Estate Planning
  • Benefits of Estate Planning
  • Initial Client Intake
  • Overview of Testamentary Documents
Runtime: 1 hour and 34 minutes
Recorded: March 23, 2017

Description

This session will review some of the information you must obtain from your clients before preparing their estate plan, some of the key drafting options available to estate planners, and certain issues associated with the proper execution of an estate plan.

This program was recorded on March 23rd, 2017.

Provided By

American Bar Association
Card image cap

Panelists

Card image cap

Arnette (Art) Steele

Partner
Law Offices of Arnette Steele, PLLC

Arnette (“Art”) Ayelay Steele is the founder of Law Offices of Arnette Steele, PLLC (“Steele Law Offices”). She is a seasoned tax lawyer with a diverse background. Ms. Steele founded her law firm because she is committed to providing access to affordable, high-quality legal services to individuals, families and small businesses.

Before launching her law firm, Ms. Steele began her legal career as a transactional tax associate at a major international law firm in Washington, D.C. She later worked as tax counsel for Global Tax Planning at a Fortune 500 company in Silver Spring, M.D. Her tax background brings a unique perspective when advising clients regarding family law, estate planning, small business formation and immigration.

Ms. Steele also serves as an Adjunct Professor of Wills, Trusts and Estates at American University Washington College of Law in the District of Columbia.

Card image cap

Aastha Madaan

Owner & Founder
Madaan Law, PC

Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients.

Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her litigation knowledge to help her client avoid costly and often irreparable mistakes.

Aastha earned her Juris Doctor at Whittier Law School, and earned her Bachelor of Arts from University of California, Irvine.


Card image cap

Similar Courses

Card image cap
95 minutes
401k and Other Retirement Topics for Beginners and Non-ERISA Attorneys
Join us to learn the basics of defined contribution retirement plan issues under ERISA, including 401(k) plans.

American Bar Association

$115

Add to Cart
Card image cap
59 minutes
Civil Competency 101
Join Dr. Brian Russell as he dives into the competencies expected of your clients in civil matters; mainly making contracts, making healthcare decisions and making a will. He uses his knowledge and experience, both as an attorney and a licensed psychologist, to provide a deeper understanding of how to help your client and avoid pitfalls.

Dr. Brian Russell

$75

Add to Cart
Card image cap
53 minutes
Conservatorship Criteria in Context: The Britney Spears Case
The Britney Spears conservatorship case has brought a lot of attention to the Conservatorships and Guardianship laws throughout the country. In this program, Dr. Brian Russell uses his expertise to provde some useful legal context to the case, provide lawyers with a better understanding of where the pitfalls are and how they can do right by their clients.

Dr. Brian Russell

$75

Add to Cart
Card image cap
93 minutes
Deal "Horror Stories" Related to Employee Benefits and Executive Compensation
Benefits issues never drive the deal, until they do. This panel will discuss benefit issues discovered in recent mergers and acquisitions that impacted the deal and, in some cases, even drove the deal to an early grave. The panelists will discuss how to mitigate these issues, and strategies for discussing big ticket benefits issues with your corporate colleagues and clients.

American Bar Association

$115

Add to Cart
Previous Next