Drafting Wills and Trust Agreements: Drafting for Unmarried Individuals or Couples

This presentation is a replay of a webcast originally presented December 10, 2019

This presentation will focus on clients who are unmarried for one reason or another. They might be young or older, working or retired, wealthy or less so. They might or might not have children. They might want to provide for other family members, including parents, siblings, or nieces and nephews. They might be committed to charitable causes. What they have in common is that their options are open and standardized forms often do not work for their situations. Topics include:

• Drafting Customized Provisions 
• Gifts to Charities 
• Education Trusts 
• Trusts for Nieces and Nephews 
• Dealing with Lapses 
• Trustee Selection 
• Tax Apportionment 
• Editing/Removing Paragraphs 
• Whether to Use a Revocable Trust or a Will

Seminar materials will consist of the difficult, confusing clauses from each of the forms to be discussed, as well as practice points related to the type of client that is covered in the seminar. The forms themselves are not included.

– J. Steve Nys; Fryberger, Buchanon, Smith & Frederick, P.A.
– Jennifer S. Santini; Sykora & Santini PLLC
– Jayne E. Sykora; Sykora & Santini PLLC
– Ruthanne Hedstrom Vos; Mathison & Vos PLLC

Webcast also included in the following webcast package(s):
June Webcast Extravaganza