Will Drafting: Start to Finish

Date: Available 24/7 CLE Credits: 2 General

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Course Description

This program was recorded on June 20th, 2017

Starting with a review of some basic guidelines for legal writing, we follow a typical case from initial client meeting to execution of the will. We will address particular issues for single clients, clients with young children, blended families and same sex couples. We will look at other documents that should be included in a basic estate plan, to include Durable Power of Attorney, Medical Directives, and Final Disposition Instructions.

  • Neal B. Jannol
    Neal Jannol is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law. 

    Contact Neal Jannol

      • 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.  Case Intake and the Plan
    2. Wills vs Trusts
    3. Beneficiary Designations
    4. Fiduciary Duties
    5. Tax Planning
    6. Planning for Disability

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