Ancillary Documents: Top 10 Things You Need to Know (1 hr)

Audio program! (check our CLE Programs page for live versions)

Creating a will or a trust for your client is fraught with potential pitfalls.  There are many ancillary documents that complete the overall estate plan for your clients and they cannot be left out.

If you haven’t done it yet, or want to delve deeper into what you need to know and do for your clients, this program is for you.

Whether you are a beginner or an intermediate practitioner, you know that there are a lot of complications serving your clients in this area and when something goes wrong, it can go really, really wrong – for them and for you.

This program will take you through the Top 10 things you must know about ancillary documents used in the estate planning process for your clients.

Roughly one hour, in this critical CLE, Certified Legal Specialist in Estate Planning, Trust & Probate Law Certified Willow A. McJilton talks about the Top 10 things you need to know when dealing with the ancillary documents needed in this practice area.

This program was recorded in 2013.

 

Do you want to improve your public speaking skills? Get Faith Pincus’ newly published book Being Heard: Presentation Skills for Attorneys, from the ABA now (ABA members receive 10% off). It is also available on Amazon.

What You Will Learn

  • POA – Statutory versus custom
  • POA – Powers to amend and gift
  • POA – Immediately effective versus springing
  • AHCD – Witness requirement
  • AHCD – Multiple agents
    • Simultaneous
    • In succession
  • General Assignment versus “Schedule A”
  • HIPAA – Compliance with statutory requirements
  • Will – Guardianship nominations
  • Will – non-provisions
    • Burial instructions
    • Dispositive distributions under pour-over Will
  • POA, Will and Trust – consistency of fiduciaries (limitation of corporate fiduciaries)
  • Alternate topic – AHCD – Pre-printed versus custom

Faculty

Willow A. McJilton, Esq.
Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of CA Board of Legal Specialization
Willow A. Mc Jilton, APC

Willow is a Certified Legal Specialist in Estate Planning, Trust & Probate Law, certified by the California Board of Legal Specialization, California State Bar.

Willow was born and raised in southern California. She graduated from UC Irvine in 1998 with a B.A. in Criminology, Law & Society, and a B.A. in Psychology and Social Behavior. After working in the non-profit sector for two years, Willow moved to Los Angeles to attend UCLA School of Law.

Since graduating from UCLA in 2003, Willow has worked exclusively in the fields of estate planning and trust administration with two prestigious estate planning firms in Century City. Willow began her own estate planning firm in 2010.

Willow has been an instructor with UCLA Extension since 2007, teaching courses in estate planning. Willow served as a member of the Executive Committee of the Trusts & Estates Section of the Beverly Hills Bar Association (2004 – 2010) and Chair of such section (2009 – 2010).

Willow was featured as a "Rising Star" in 2009, 2010, 2011 and 2012 by Southern California’s Super Lawyers magazine.


 

Fees

 

Audio Course and Materials Package – CD or Download: $69 (Reg. $169)

CD: plus $7.50 shipping and, in CA, sales tax.

CLE Credit

 

CA General:  This program is approved for 1.0 units of general CLE in California.
CA Board Certified:  This seminar has been approved for 1.0 hours of legal specialist educational credit in Estate Planning, Trust & Probate Law in California.

This program is approved for CLE in the states listed above.  Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

 

Terms and Policies

Recording policy: No audio or video recording of any program is permitted.

Seminar Cancellations: Should you be unable to attend for any reason, please inform us in writing no later than 14 days prior to the event and a credit voucher will be issued. If you prefer, a refund, less a $50 non-refundable deposit, will be issued. No refunds or credits will be given for cancellations received within 14 days of an event. However, if you notify us within 14 days of an event, and wish to convert your in-person attendance registration to an Audio CD package (with handout), we can do so. A small additional shipping charge, and sales tax in CA, will be incurred. No shipping charge is incurred for downloads. We will also issue a voucher for the amount paid if you notify us within 14 days and prefer not to have the audio recording.

Substitutions may be made at any time.

Webinars, Tele-seminars and Webcast Cancellations: Once log-in codes and passwords are issued for a webinar, tele-seminars or webcasts, a refund is not possible. If for any reason you cannot attend the event after you have received the codes, we will automatically convert your registration to an instant streaming/instant download or CD format and provide you with the information you need to access the recording after the program concludes and the recording is available.  Conversions to CD require a $7.50 shipping fee, and in CA, 9% sales tax.

Downloads/CDs/DVDs – Refund policy:

Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.

 

$169.00 $69.00 each

Clear