Basics of Will and Revocable Trust Drafting

Jessica Mering Hardin presented "Will Drafting: Tax Issues" at the North Carolina Bar Association CLE seminar on the "Basics of Will and Revocable Trust Drafting." The event was held on February 7 at the North Carolina Bar Center in Cary.

In this program, experienced practitioners addressed the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable trusts. The course was primarily designed for attorneys, paralegals, legal assistants, trusts officers and accountants who have limited or no experience in the area, but also served as an excellent refresher course for more experienced attorneys.

• Explanation of reasons for using wills and revocable trusts in estate planning
• Discussion of key drafting issues
• Excellent summary of tax and non-tax considerations that influence the drafting of wills and revocable trusts