Course ID: EDWX

Estate Documents Workshop

The legal documents involved in estate planning can be complex. This course will help the practitioner understand and interpret some of the more common documents used in estate planning. Participants will gain the confidence needed to understand legal paperwork. This course is not intended to teach the participant how to draft estate documents and/or clauses, as the drafting of such documents and/or clauses is the function solely of a lawyer duly licensed in the jurisdiction within which the client resides. This course is not meant to teach the participant the subject of practicing law.

Learning Objectives

  • Recognize an overview and interpretation of common legal documents involved in estate planning.
  • List the roles and responsibilities of parties to an estate.

Major Topics

  • Checklist of steps to take in the process of reviewing estate documents
  • Detailed description of the common clause found in the last will and testament
  • Detailed description of the common clauses found in trusts
  • Clauses impacting the Federal Form 1041
  • Detailed overview of the marital trust, the unified credit trust, and the QTIP trust
  • Mechanics of the QTIP trust and the impact of a reverse QTIP election
  • Different provisions that qualify for the maximum marital deduction
  • Requirements of a revocable trust
  • When a revocable trust becomes irrevocable
  • Requirements of the last will and testament
  • Major income and estate tax consequences of powers held by various parties

Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Fields of Study





Werner-Rocca Seminars LTD

CPE Credits




This course is available for your group as:


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Or, contact BLI: 888-481-3500 or
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