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Drafting Wills & Trusts in Pennsylvania, 4th Edition


  • City:
  • Start Date:2021-09-14 20:00:00
  • End Date:
  • Length:
  • Level:
  • Topics:Estates

$129.00 []

Overview

Featured in this Edition

  • How to address 2020’s Revised Uniform Fiduciary Access to Digital Assets Act
  • 23 updated sample forms—plus a new form covering a special purpose trust for a beneficiary with substance use disorder
  • Information on powers of appointment, digital assets, business appraisals, and more
  • Useful tasks and tips for drafting simple wills, lifetime trusts, trusts under wills, pour-over wills, durable powers of attorney, and codicils
  • Ethics issues in estates practice 

Sharpen Your Drafting Skills to Better Serve Your Clients

Each chapter uses a question-and-answer format to highlight the issues within each clause, offer solutions to common problems, and explain how to draft clauses for best effect.

  • Avoid archaic, overly legalistic, and unnecessary language
  • Avoid inconsistencies and conflicts in wills and trust documents
  • Write clear and effective language for conditions
  • Keep invalid, unenforceable, or inadvisable clauses out of the will
  • Draft for sufficient flexibility without creating overbroad provisions
  • Ensure that the will clauses carry out the wishes of the testator
  • Competently handle delicate situations, such as unequal distributions, guardianship issues, adopted persons, and illegitimate children
  • Properly include assets in a trust; pour-over devise to a previously unfunded trust
  • Plus many more drafting tips and tools!

Author

Martin J. Hagan Esq.
Meyer Unkovic & Scott LLP


You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.