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Working With Experts in Estate Planning and Administration  

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This intermediate level seminar will provide attorneys and paralegals the skills they need to coordinate the efforts of non-attorney professionals in the estate planning processes

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Seminar Summary:

Our engaging program will provide the knowledge and practical tips you'll need to select only the best professionals to assist you in your estate planning and administration hurdles. (see full course description)

 

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Training Course Syllabus:


Use All Available Professional Resources to Perfect the Estate Plan

Planning for clients' incapacity and death is an intricate process with much detail to account for. Often one person, no matter how well-qualified, is just not enough. Our engaging program will provide the knowledge and practical tips you'll need to select only the best professionals to assist you in your estate planning and administration hurdles. For the times when you act as a personal representative or have one for a client, our distinguished faculty will offer a detailed analysis of the powers, duties and liabilities of trustees. Enhance your expertise - register today!

  • Effectively qualify experts: sort through the multitude of professional designations and accreditations to find out which ones are the most meaningful.
  • Make the best use of non-attorney professionals in estate planning, so you can develop comprehensive plans that will hold up under the stress of real-life emergencies.
  • Gain practical tips for coordinating the efforts and communication of all the participants in the planning process.
  • Help trustees manage risk and comply with new statutory requirements.
  • Discover what information each team member needs to do the best job.
  • Find out what trustee actions are most likely to trigger litigation and how to avoid them.
  • Explore the laws and rules governing the trustees and find effective ways to communicate information to them.
  • Learn how to notify beneficiaries and creditors, marshal assets and determine when and what to distribute.


ASSEMBLING THE TEAM: QUALIFYING AND USING THE EXPERTS
9:00- 10:15, Written by Richard P. Schulze. Presented by Anthony L. Barney in Las Vegas and Richard P. Schulze in Reno.

  • Elder Law and Estate Planning Attorneys
  • Appraisers and Valuation Specialists
  • Insurance Professionals
  • Certified Public Accountants (CPAs)
  • Financial Planners
  • Planned-Giving Specialists
  • Medical Professionals (Doctors, Nurses, Physical Therapists)
  • Social Workers vs. Case Workers
  • Relatives

STEPS TO DEVELOPING AN EFFECTIVE ESTATE PLAN
10:30 - 11:45, Written by Elyse M. Tyrell. Presented by Elyse M. Tyrell in Las Vegas and Richard P. Schulze in Reno.

  • Appropriate People Chosen
  • Information Gathered
  • Data Analyzed
  • Team Makes Recommendations
  • Decision and Implementation
  • Periodic Review

THE LAWS AND RULES GOVERNING TRUSTEES
12:45 - 2:00, Written by Elyse M. Tyrell. Presented by Elyse M. Tyrell in Las Vegas and Richard P. Schulze in Reno.

  • Principal and Income Act
  • Trust and Trustees Act
  • Uniform Prudent Investor Act
  • Uniform Trust Code Section 1010
  • The Powers of the Trustee
  • Duties and Responsibilities of the Trustee

ADVISING FIDUCIARIES AND PERSONAL REPRESENTATIVES
2:15 - 3:30, Written by Elyse M. Tyrell. Presented by Elyse M. Tyrell in Las Vegas and Richard P. Schulze in Reno.

  • Family Member vs. Professional Trustee
  • Be Sure the Client Qualifies for and Receives the Deductions
  • Determining Trustee Fees
  • Determining Competing Desires of Present Beneficiaries and Remaindermen
  • Handling Requests for Increasing/Decreasing Distribution Amounts
  • Modifying Trusts
  • Managing Periodical and Final Distributions
  • Tips for Streamlining Estate Administration Process
  • Tips for Working With Dysfunctional Families

PREVENTING AND LITIGATING TRUSTEE DISPUTES
3:30 - 4:30, Written by Anthony L. Barney. Presented by Anthony L. Barney in Las Vegas and Richard P. Schulze in Reno.

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

Seminar Summary:

Our engaging program will provide the knowledge and practical tips you'll need to select only the best professionals to assist you in your estate planning and administration hurdles. (see full course description)

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