Estate Planning: Nuts and Bolts

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Rebroadcasting June 28th, 2017

1:00-3:15pm PST / 2:00-4:15pm MST / 3:00-5:15pm CST / 4:00-6:15pm EST

This program was recorded live on September 13, 2016.

Leave a legacy, not a mess. Why every attorney must have a basic understanding of Estate Planning and Probate. This course will inform attorneys on why they must have a basic understanding about Wills, Trusts, medical directives and powers of attorney for their clients, for their families, and for themselves. If you don’t practice Estate planning and probate law it is highly likely that you are not protected yourself from horrible unintended consequences; that your family is not protected and you are missing a red flag for your clients. Your client’s heir can (and do) come back to the deceased “attorney” wanting to know why you didn’t advise mom/dad about their Estate Planning or even that it needed to be complete.
This course will give you the basic information on the following information about Estate Planning.

After this course you will be able to correctly identify the issues for your clients (and yourself) to be able to advise them on the basic consequences of not planning properly.



  • Brita LongBrita Long
    Throughout her career, Brita has served individuals in helping them protect their families. She was a deputy prosecuting attorney making sure individuals who had been hurting their families or even their children saw justice. In 2000, she opened her own firm to serve individuals going through family law matters such as divorce or child custody issues. Currently she is serving individuals who want to make sure their children and assets are cared for if something happens to them. Brita Long is a skilled trial attorney with over 17 years of experience, including over 200 jury trials and 160+ bench trials. She has extensive experience with all phases of trial and pretrial work, but also works swiftly and diligently to determine whether a fair resolution can be reached without having to proceed to trial.

    Contact Brita
      • 1 General Credits
      • LawProCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

        LawProCLE does not seek approval in the state of Virginia.

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        AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

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      Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.
    1. Why a Will won’t cut it.
    2. What is a trust and why you & your clients need it.
    3. What is probate and why should you care?
    4. What is needed for a legitimate PoA/medical health care directive?
    5. How to approach with clients about their Estate Planning needs.

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