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Estate Planning Essentials  

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training seminars by NBI Inc. NBI Inc.   

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This basic-to-intermediate level seminar is designed for: Attorneys, Trust Officers, Estate and Financial Planners, Accountants, Paralegals

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Seminar Summary:

Gain greater mastery of the fundamental tools of estate planning practice. (see full course description)

 

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Training Course Syllabus:


Build a Solid Foundation for Your Estate Planning Practice

This comprehensive legal course reviews the key tasks and challenges of the estate planning attorney and offers you experienced attorney speakers' techniques for tailoring the specific plans to each client's unique family dynamics. Gain greater mastery of the fundamental tools of estate planning practice – register today!

  • Get specific estate planning techniques tailored to clients' family dynamics.
  • Analyze recent and forecasted tax regulation and prepare your practice for the changes.
  • Walk through the default estate administration scenario when there's no estate plan.
  • Identify clients' goals and assess their true financial and familial circumstance effectively and discretely.
  • Review sample trust provisions to ease drafting and ensure enforceability.
  • Understand why no-contest clauses are of greater importance today.
  • Learn to recognize and prevent fraudulent transfers – and maintain your impeccable ethical reputation.
  • Minimize tax burdens with simple and effective techniques, and find out what tools no longer work.
  • Distinguish testamentary priorities of married, remarried, single, widowed and co-habiting clients.


MORNING SESSION: PLANNING FOR MARRIED, REMARRIED AND WIDOWED CLIENTS

  • Client Intake and Elder Care Planning
    9:00 - 9:30, Written by Richard E. Conner Jr.
    Presented by Thomas A. Belenchia in Greenville, Sarah L. Clingman in Columbia and Richard E. Conner Jr. in Charleston.
    • Goals and Needs
    • Funding Long-Term Care
    • Medicaid Planning
    • Advance Medical Directives and End of Life Decisions
  • Wills
    9:30 - 10:00, Written by Hon. Irvin G. Condon.
    Presented by J. Kurt Schumacher Jr. in Greenville, Blakely Copeland Cahoon in Columbia and Hon. Irvin G. Condon in Charleston.
    • What Happens in the Intestate Estate Administration
    • Beneficiary Designations
    • Key Elements of a Simple Will (specific, general, residuary dispositions)
    • In-Terrorem No-Contest Clauses
  • Key Trust Provisions You Must Know
    10:00 - 10:30, Written by G.P. Diminich.
    Presented by John M. Hine in Greenville, Sarah L. Clingman in Columbia and G.P. Diminich in Charleston.
    • Types and Functions of Trusts
    • Funding Trusts
    • Trustees: Designation, Removal, Powers, Duties
    • Review and Analysis of Sample Trust Provisions
  • Tax Planning
    10:45 - 12:00, Written by Halsey O. Schreier.
    Presented by John M. Hine in Greenville, Halsey O. Schreier in Columbia and William J. Cutchin in Charleston.
    • TRA 2010 and Portability
    • State Death Tax Planning
    • Income Tax Planning
    • Sample Tax Planning Trust Language

AFTERNOON SESSION: PLANNING FOR UNMARRIED COUPLES AND SINGLE CLIENTS

  • Client Intake and Elder Care Planning
    1:00 - 1:30, Written by Richard E. Conner Jr.
    Presented by Thomas A. Belenchia in Greenville, Sarah L. Clingman in Columbia and Richard E. Conner Jr. in Charleston.
    • Funding LTC
    • Medicaid Planning
    • Advance Medical Directives and End of Life Decisions
  • Basic Testamentary Issues
    1:30 - 2:15, Written by William J. Cutchin.
    Presented by John M. Hine in Greenville, Sarah L. Clingman in Columbia and William J. Cutchin in Charleston.
    • What Happens in the Intestate Estate
    • Beneficiary Designations
    • Forms of Property Ownership and Appropriate Transfer Techniques
  • Trusts
    2:30 - 3:30, Written by Hon. Irvin G. Condon.
    Presented by J. Kurt Schumacher Jr. in Greenville, Blakely Copeland Cahoon in Columbia and Hon. Irvin G. Condon in Charleston.
    • Types and Functions of Trusts
    • Trustees: Designation, Removal, Powers, Duties
    • Key Provisions You Must Know and Use
    • Funding Trusts
    • Review and Analysis of Sample Trust Provisions
  • Ethics
    3:30 - 4:30, Written by Hon. Irvin G. Condon.
    Presented by J. Kurt Schumacher Jr. in Greenville, Blakely Copeland Cahoon in Columbia and Hon. Irvin G. Condon in Charleston.
    • Applying Rules of Professional Conduct in Estate Planning Practice
    • Who Is Your Client?
    • How to Avoid Fraudulent Transfers
    • Dealing with Clients' Diminishing Mental Incapacity

Seminar Summary:

Gain greater mastery of the fundamental tools of estate planning practice. (see full course description)

print this agenda print agenda for the Estate Planning Essentials training seminar

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