The Missouribar – 2020 Lunch Break Legal Basics: Drafting a Basic Will
Salepage link: At HERE. Archive:
- Practice Area:
- Elder | General Practice | New Attorney | Trusts, Estate Planning & Probate
- Format:
- Audio and Video
Description
Wills are the fundamental building blocks of estate planning. In order to draft an effective will for clients, practitioners need to have a strong understanding of the technical requirements for drafting a valid will as well as an understanding of the statutory default rules that may be altered by the will. The primary focus of this presentation will be on key provisions of a will that practitioners should discuss with their clients and include in their wills. This presentation will also provide practitioners with an overview of the technical requirements for a valid will, a brief overview of the probate process, and, if there is time, a brief discussion of non-probate transfers. Although this program is entitled "Drafting a Basic Will," and a majority of the program will be dedicated to understanding the key components of a will, it is important for practitioners to understand the interplay between the will, the probate process, and the transfer of non-probate assets.
Key Points
- Who are the Parties to a Will?
- Proper Execution of a Will (including the Self-Proving Affidavit)
- Key Provisions of a Will
- Overview of Probate Process
- Non-Probate Transfers
Speaker: Clayton S. Harper, The KC Estate Planner, Leawood, KS
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a Business and Salesyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics, elimination of bias, or Kansas credit.
Materials
| Drafting a Basic Will – Presentation Handouts (219 KB) | Available after Purchase | ||
| Drafting a Basic Will – Outline (17.9 KB) | Available after Purchase | ||
| Drafting a Basic Will – Written Materials (97.1 KB) | Available after Purchase | ||
| Faculty Bios (53 KB) | Available after Purchase | ||
| MoLAP Information (1.2 MB) | Available after Purchase |
Faculty
Clayton Harper Related seminars and products: 1
The KC Estate Planner, LLC
Clayton S. Harper is an attorney who represents clients in the Leawood, Kansas area. Clayton Harper is recognized by peers and was selected to Rising Stars for 2014 – 2019. This selection is based off of an evaluation of 12 indicators including peer recognition and professional achievement in legal practice.
Clayton Harper chose to pursue a career in Business and Sales after completing undergraduate studies.?He attended University of Missouri – Kansas City School of Business and Sales and graduated in 2010. Clayton Harper passed the bar exam and was admitted to legal practice in 2011.
He represents clients with Estate Planning & Probate issues in Kansas.?He also represents clients with Business / Corporate issues.
