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Top Estate Planning Techniques  

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This intermediate level seminar offers an overview of the best practices in estate planning and will benefit: Attorneys, Paralegals, Financial planners, Accountants and CPAs, Trust officers

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Seminar Summary:

This engaging course will take you to the basics of estate planning and beyond with old and new techniques that our attendees have voted to be the most effective in their practice. (see full course description)

 

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Training Course Syllabus:


Focus Your Efforts on Techniques That Work

This engaging course will take you to the basics of estate planning and beyond with old and new techniques that our attendees have voted to be the most effective in their practice. Find out what makes these estate planning tools “superstars” and gain practical tips for maximizing their uses. Enroll today!

  • A simple will remains one of the most effective tools in estate planning – learn how to phrase it to maximize its effectiveness.
  • Gain practical tips for drafting legally defensible transaction agreements to make sure the gifts are properly documented.
  • Help your client transfer a business to beneficiaries without diminishing its value or surrendering too much control.
  • Protect yourself with thorough knowledge of laws and regulations governing the actions of fiduciaries.
  • Learn why it's important to know when to file the tax return for grantor trusts.
  • Determine whether a client qualifies as a beneficiary of a special needs trust and gain tips for drafting one.
  • Don't reinvent the wheel – modify our sample trust documents to create airtight qualified personal residence trusts.
  • Maximize your asset protection: learn how to make sure all your clients' assets are accounted for in the trust documents.
  • Create clear final instructions and last wishes to lift the burden of funeral planning from heirs.
  • Use spendthrift language in ILITs to limit the ability of beneficiaries to assign interest and creditors to make demands on the trustees to pay the debts of beneficiaries.


ADVANCE MEDICAL DIRECTIVES
9:00 - 9:40, Written by Kathleen Murphy Brinkey. Presented by D. Toni Pinkston in Raleigh and Kathleen Murphy Brinkey in Greensboro.

  • Appointing the Right Health Care Proxy
  • What to Include in a Living Will
  • HIPAA Release Authorization
  • Burial and Funeral Designations

WILLS
9:40 - 10:30, Written by Kathleen Murphy Brinkey. Presented by D. Toni Pinkston in Raleigh and Kathleen Murphy Brinkey in Greensboro.

  • 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
  • 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

DURABLE POWER OF ATTORNEY
10:45 - 11:15, Written by Kathleen Murphy Brinkey. Presented by D. Toni Pinkston in Raleigh and Kathleen Murphy Brinkey in Greensboro.

ANNUAL EXCLUSION GIFTING
11:15 - 12:00, Written by John A. McMillen. Presented by John R. Cella Jr. in Raleigh and John A. McMillen in Greensboro.

  • Determining Recipients of the Gifts
  • Choosing the Most Highly Appreciated Assets for Annual Gifting
  • Minimizing Gift and GST Taxes
  • Reporting to the IRS
  • Maximizing Annual Exclusion and Lifetime Exemption Gifting
  • Gifting Techniques

CHARITABLE GIVING
1:00 - 1:45, Written by John R. Cella Jr. Presented by John R. Cella Jr. in Raleigh and John A. McMillen in Greensboro.

  • Overview of the Wealth Transfer Charitable Tax Deduction
  • Helping the Client Choose a Qualified Charity
  • Requesting Donation Confirmation Documents From Charity
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Generation Skipping Planning
  • Charitable Giving and the Zero Estate Tax Plan

IRREVOCABLE LIFE INSURANCE TRUSTS
1:45 - 2:25, Written by John A. McMillen. Presented by Janet I. Pueschel in Raleigh and John A. McMillen in Greensboro.

  • Single Life and Second to Die Trusts
  • Hanging and Flexible Crummey Powers
  • GST Planning and Allocation of GST to Gifts
  • Spousal Access and Wrap Trusts

QUALIFIED PERSONAL RESIDENCE TRUSTS
2:40 - 3:10, Written by John R. Cella. Presented by John R. Cella Jr. in Raleigh and John A. McMillen in Greensboro.

BUSINESS ENTITIES
3:10 - 3:45, Written by John A. McMillen. Presented by Janet I. Pueschel in Raleigh and John A. McMillen in Greensboro.

  • Family Limited Partnerships
  • Limited Liability Corporations
  • Other Types of Entities

SUPPLEMENTAL NEEDS TRUSTS
3:45 - 4:30, Written by Janet I. Pueschel. Presented by Janet I. Pueschel in Raleigh and Kathleen Murphy Brinkey in Greensboro.

  • 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

Seminar Summary:

This engaging course will take you to the basics of estate planning and beyond with old and new techniques that our attendees have voted to be the most effective in their practice. (see full course description)

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

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