Respond to Rapid Change and Rev Up Your Drafting

Get the latest drafting strategies from the experts and get your forms in tip-top shape. Stay informed of changes in the law and take away model forms that you can use immediately.

You will be able to:

• Draft business operating agreements in context of estate planning
• Draft effective and complete trustee powers
• Incorporate flexibility in trust drafting with the potential exemption rollback in mind
• Advise clients on the importance and scope of medical powers of attorney
• Draft around gifts and gift returns
• Review powers of appointment and differentiate between general versus special powers
• Create funding instructions tailored to the needs and circumstances of individual clients