Draft Estate Planning Documents with These Practical Techniques

Date: Available 24/7 CLE Credits: 2 General

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Course Description

This program was recorded on February 27th, 2019

Do you have the information you need to draft estate planning documents for your clients? Get great insights into the estate planning essential building blocks: Wills and Trusts. Distinguish between their uses, the roles of key parties, governing laws, and potential planning pitfalls. This course offers the tools and knowledge you need to draft effective Wills and Revocable Living Trusts.




  • Judy-Ann Smith
    Judy-Ann Smith is an attorney with the Judy-Ann Smith Law Firm, P.A. where she practices in the areas of estate planning, probate, guardianship, and family law. Ms. Smith has given various presentations on estate planning and probate. She earned her B.S. degree in nursing from Florida Atlantic University, her M.S. degree in nursing from Florida Atlantic University, and her J.D. degree from Nova Southeastern University. Ms. Smith is a member of the Florida Bar (member, Real Property, Probate, and Trust Law Section) and Jacksonville Bar association.

    Contact Judy-Ann Smith
      • 2 General Credits
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      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. Get practical Will and Revocable Living Trust drafting tips
    2. Key elements of effective Wills
    3. Key elements of effective Revocable Living Trust
    4. Revocable living trusts as an alternative to Wills
    5. Key Estate Inheritance Laws

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