Wills, Trusts, and Medicaid Planning: Drafting Essentials, Fiduciary Guidance, and Long-Term Care Strategies

Session I – Drafting Wills and Trusts: Key Provisions, Fiduciary Roles, and Client Guidance – Leslie Levin This session will help you navigate both the client and attorney the decision-making process. You will gain practical knowledge to assist you in drafting wills and revocable trusts. By the end of this session, you will be able to identify what provisions to include in either of these documents. You will also be able to help clients determine whom to name as their executors and trustees Key topics to be discussed: What questions to ask your clients to develop an estate plan Executor/trustee…