Standalone Will Drafting Camp – Nov. 2022

The Standalone Will in ElderDocx® was specifically designed to serve your senior clients and those with special needs that do not wish to engage in trust planning. The Standalone Will is a sophisticated document that allows for distributions to be made in trust or outright. Once the foundational planning for the will has been completed, the ElderDocx drafting system allows you to select a variety of options for the ultimate distributions pursuant to your client’s specific goals.

Join ElderCounsel’s Director of Legal Content, Brian Albee, J.D., as he first walks attendees through the overall structure of the Standalone Will. Then, he will dive into the ElderDocx drafting system to illustrate the various will design options including:

• Designating guardians for minor children;
• Spousal distributions and the spousal supplemental needs trust; and
• Nonspousal supplemental needs trust planning

Brian will also review the disposition of remains forms available within the Standalone Will document set. This live drafting camp format allows attendees to learn the legal technical aspects of elder law planning within the practical context of drafting documents.

Who Should Attend:
Attorneys interested in learning the overall structure of the Standalone Will.

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Webcast Requirements
This event requires a great deal of participation from attendees. We highly recommend attending in-person if at all possible. If you opt to attend via live webcast, we ask that you prepare accordingly by following the guidelines below:

1. Be prepared to share your webcam. This will allow attendees and presenters to see you and more easily interact with you during the event.
2. Be sure your Internet speed will support streaming the workshop.
   • You must have an Internet connection with a minimum speed of 10 Mbps. We strongly recommend a wired connection. You may learn your speed at www.speedtest.net.
   • A quiet place without interruptions
   • A working microphone
   • Google Chrome as your recommended browser
   • Close other applications and bandwidth heavy items such as cloud applications that require continuous syncing
   • Headphones are recommended for listening.
3. If at all possible, make plans to participate from a location outside of your office. This event requires participation from attendees and if you are interrupted by work demands you (and other attendees) will not get the full benefit from the event and it will be disruptive for everyone.
4. Come ready to participate, learn, and have fun!

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Cancellation Policy: Any enrollee in an ElderCounsel course (excluding online courses in the Learning Center) that cancels:

• More than 10 business days in advance of the start of the course will be eligible for a full refund;
• Within 3-10 business days of the start of a course, will be charged a $250 cancellation fee; and
• Less than 3 business days prior to the start of the course, will not receive a refund.