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Essential Estate Planning Techniques  

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This basic level program will provide foundational knowledge on estate planning for attorneys. Trust officers, estate planners, financial planners, insurance professionals, accountants, bankers and paralegals will also benefit from attending.

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Seminar Summary:

Build a solid foundation for your estate planning practice (see full course description)

 

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Training Course Syllabus:


Essential Estate Planning Techniques - Estate Planning Law Seminar

Build a Solid Foundation in Estate Planning Basics

Are you prepared for the challenges each new client will bring into your estate planning practice? From the initial interview through the final draft of the plan, you'll need all the skills you can get to ensure the clients' financial interests are protected and their legacy passed on to the intended beneficiaries. Our experienced faculty will walk you through the process and point out the hidden traps along the way. Build a solid foundation for your estate planning practice - register today!

  • Improve your case intake skills to make sure the clients' goals are known and all assets accounted for.
  • Grasp the basic principles of drafting wills and trusts to effectively document your client's requests.
  • Learn how to modify standardized forms to save time in your drafting process.
  • Know what to include in estate planning documents to discourage challenges from family members.
  • Understand the areas of trustee liability and how to minimize disputes.
  • Proactively address legal and financial issues that can arise as a client's health deteriorates.


WILLS
8:30 - 9:45, Roberta L. Wilkes

  • Checklist for Gathering Client Information
  • Must-Have Provisions – Drafting Do's and Don'ts
  • Building Flexibility Into the Plan – Checklist of Special Provisions
  • Methods of Designating Fiduciaries
  • The No-Contest Clause
  • Keeping the Clients Current on Their Wills
  • Educating Your Clients on the Harm of Writing Someone out of the Will
  • Practical Pointers and Sample Will Review

ETHICAL ISSUES IN ESTATE PLANNING
9:45 - 10:45, Roberta L. Wilkes

  • Avoiding Conflicts of Interest – Determining the Client
  • Competency of the Client – When Diminished Capacity Becomes Apparent
  • Maintaining the Relationship – Adequate Communication
  • Confidentiality – What Should or Shouldn't be Disclosed
  • Q&A

SPECIAL NEEDS TRUSTS
11:00 - 12:15, Stacey L. Janssen

  • What SNTs Can and Cannot do for Your Client
  • Assessing the Degree of the Beneficiary's Current and Future Disability and Needs
  • Types of SNTs and Their Uses
  • Basic Drafting Considerations
  • SNT Funding, Administration and Termination

BUILDING IN THE SAFEGUARDS
1:15 - 1:45, Michelle M. Burge

  • Rights Reserved by Grantor
  • What To Do in Case of Grantor's Incapacity
  • Protecting Trust Assets from Creditors
  • Resolving Disputes Between Surviving Spouse and Final Beneficiaries before They Begin
  • Strategic Use of Language and Practical Drafting Tips

TIPS FOR DRAFTING IRONCLAD ESTATE PLANNING DOCUMENTS WHEN CHALLENGES FROM FAMILY MEMBERS SEEM LIKELY
1:45 - 2:15, Michelle M. Burge

  • Clearly Identifying Your Client(S) and Those with Whom you are Authorized to Communicate
  • Clearly Defining Your Clients Wishes by Avoiding Ambiguity
  • Establishing Mental Capacity and the Absence of Undue Influence
  • Choosing the Proper Legal Vehicles to Accomplish Your Client's Goals
  • Appointing the Right Personal Representative or Trustee
  • Discouraging Contests Through Disinheritance and “ Terrorem” Clauses
  • How a Personal Effects Clause May Prevent Family Hostilities
  • Proper use of Witnesses in the Execution Process
  • Drafting New Wills and Trusts Upon Divorce and Remarriage
  • Practical Pointers with Sample Forms

PREVENTING AND LITIGATING TRUSTEE DISPUTES
2:15 - 2:45, Michelle M. Burge

  • Potential Areas of Trustee Liability
  • Trustee Liability Insurance
  • Representing a Trustee in Court
  • Attorney-Fiduciary Privilege Issues
  • Tax Controversies: IRS Involvement

MEDICAL AND FINANCIAL POWERS OF ATTORNEY
3:00 - 4:40, K. Kirk Nystrom

  • Durable Powers of Attorney-Health
  • Living Wills
  • Anatomical Gift Designations
  • Durable Powers of Attorney-Finances
  • Transfer on Death Deeds

Seminar Summary:

Build a solid foundation for your estate planning practice (see full course description)

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