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Who should attend Estate Planning Basics: Fundamental Estate Planning Techniques
This seminar is designed for attorneys, accountants, enrolled agents, presidents and vice presidents, insurance professionals, bankers, trust officers, paralegals, financial and estate planners
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Estate Planning Basics: Fundamental Estate Planning Techniques  

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This seminar is designed for attorneys, accountants, enrolled agents, presidents and vice presidents, insurance professionals, bankers, trust officers, paralegals, financial and estate planners

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Seminar Summary:

This seminar will provide an overview of the estate planning process and fundamental issues that must be addressed for most clients. Attendees will receive an in-depth understanding of the problems most frequently faced by experienced estate planning attorneys (see full course description)

 
 

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Training Course Syllabus:


This seminar is designed for attorneys, accountants, enrolled agents, presidents and vice presidents, insurance professionals, bankers, trust officers, paralegals, financial and estate planners.

This seminar will provide an overview of the estate planning process and fundamental issues that must be addressed for most clients. Attendees will receive an in-depth understanding of the problems most frequently faced by experienced estate planning attorneys. The topics of discussion will be of interest to attorneys who are either beginning a practice in this area or working in fields with estate planning implications – such as family law, personal tax law and/or business entity law. In addition, accountants, trust officers and financial planners who are seeking a comprehensive overview of basic estate planning issues and techniques will benefit from this presentation.

8:30 a.m. - 9:10 a.m.

I. Beginning The Estate Planning

Process And Related Ethical Issues

A. Gathering Information

B. Ethical Issues In Undertaking And Defining Representation

C. Implications Of Non-Probate Assets

9:10 a.m. - 9:45 a.m.

II. Will Or Revocable Trust?

A. Claims And Facts About The Use Of Wills And Revocable Trusts

B. Reasons To Create A Revocable Trust

C. Funding Of Revocable Trust

9:45 a.m. - 10:30 a.m.

III. Fundamental Transfer Tax

Considerations

A. Federal Transfer Tax Regime

B. Implications Of The 2001 Act And Future Changes

C. Use Of The Unified Transfer Tax Credit

D. Use Of The Annual Exclusion From Gift Tax

10:30 a.m. - 10:40 a.m.

Break

10:40 a.m. - 11:30 a.m.

IV. Implementing A Client’s Intent

A. Married vs. Unmarried Clients

1. Planning For Unmarried Clients

a. Unmarried Individuals

b. Unmarried Couples

c. Divorced Clients With Children

2. Planning For Married Clients

a. Qualification For The Marital Deduction

b. Disclaimers And Disclaimer Trusts

c. Family And Marital Trusts

d. Elective Share Rights

11:30 a.m. - 12:00 p.m.

IV. Implementing A Client’s Intent

(Continued)

B. Protective Provisions

1. Circumstances Requiring The Use Of Protective Trusts

2. Issues To Be Addressed In Providing For Trust Distributions

3. Alternatives To Trusts

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 1:50 p.m.

IV. Implementing A Client’s Intent

(Continued)

C. Drafting To Avoid Construction Issues

1. Lapsed Gifts

2. Ademption And Abatement Problems

3. Tax Apportionment Clauses

1:50 p.m. - 2:35 p.m.

V. Planning For Incapacity

A. Financial Powers Of Attorney

B. Medical Powers Of Attorney

C. Asset Protection Trusts

2:35 p.m. - 2:45 p.m.

Break

2:45 p.m. - 3:40 p.m.

VI. Fiduciary Issues

A. Selecting Appropriate Fiduciaries

1. Roles Of Personal Representatives And Trustees

2. Individuals vs. Commercial Fiduciaries

3. Issues Created By Family Members As Fiduciaries

B. Administrative Provisions

1. Adding Flexibility To The Fiduciary Roles

2. Important Safeguards For Beneficiaries And/Or Fiduciaries

3:40 p.m. - 4:30 p.m.

VII. Avoiding Disputes And Litigation

A. Execution Formalities

B. Will Contests

C. Breach Of Fiduciary Duty Claims

Seminar Summary:

This seminar will provide an overview of the estate planning process and fundamental issues that must be addressed for most clients. Attendees will receive an in-depth understanding of the problems most frequently faced by experienced estate planning attorneys (see full course description)

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