Essential Estate Planning Techniques training seminars presented by NBI Inc. register now on

findaseminar logo balls
event search registration and marketing services since 2002
Advanced Search

** NOTE: All April seminars are live Virtual or Online click to view events.

Essential Estate Planning Techniques  

 Email information about this seminar Essential Estate Planning Techniques by NBI Inc. to yourself your manager or associates Email this event... View and register for other training seminars like Essential Estate Planning Techniques by NBI Inc. on Find similar training.. Find and register for other training seminars by NBI Inc. on Other seminars from NBI Inc.


training seminars by NBI Inc. NBI Inc.   


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.


see Registration info for seminar cost, group discount etc.

Seminar Summary:

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


 Seminar / Training class dates & locations


No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

estate+planning training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!




share this page 

print the agenda print agenda for the Essential Estate Planning Techniques seminar



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.

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

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

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

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

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

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

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)

print this agenda print agenda for the Essential Estate Planning Techniques training seminar

 view dates and locations for this seminar




Custom Search