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Pennsylvania lawyers can
to 4 of the required 12 annual CLE credits by distance learning,
(online CLE, podcasts, or call-in CLE). Distance learning credits can
NOT be carried forward into your next compliance period.
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Find out how to evaluate a client’s goals and what estate planning document will best serve their needs. Assuming that a “simple will” will work for your client, the next step is getting all of the information you require to properly draft the will. Get a sample “client questionnaire” for this purpose. A clause by clause review of a few different sample wills will help you understand how to effectively draft a will and explain it to your client. This session will be a truly basic and practical primer for the new estate practitioner or the GP who handles some estate planning work.