Help Your Clients Meet Their Estate Planning Needs
Do you have a clear understanding of the basic tax issues, medical decisions, and planning documents that can complicate the estate planning and probate processes? Are you prepared to answer your clients' tough questions about planning for final wishes? Attend this seminar to gain insight into the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Register today!
Choose the planning document that is best suited for your client.
Provide protection for minors, incompetent persons, and beneficiaries with special needs.
Learn how and when to use revocable living trust, pour-over wills, and durable powers of attorney.
Reduce your client's estate tax, gift tax and generation-skipping transfer tax.
Use a living will or durable power of attorney for health care to help the client control end-of-life medical decisions.
Handle ethical issues that arise in estate planning, such as competency of the client and conflicts of interest.
FUNDAMENTAL PRINCIPLES OF WILL DRAFTING 9:00 - 10:15, Gary E. Bolenbaugh
Selecting the Vehicle - Initial Advice to the Client
Checklist for Gathering Client Information
The Statutory ABCs: What is Required?
Methods of Designating Fiduciaries
Disinheritance and No Contest Clauses - Will They Stand?
Protective Clauses for Minors, Incompetent Persons and Beneficiaries With Special Needs
Building Flexibility Into the Plan - Checklist of Special Provisions
Practical Pointers With Sample Forms
Developing a Document Preparation System
USING LIVING TRUSTS AND POWERS OF ATTORNEY AS ESTATE PLANNING TOOLS 10:30 - 12:00, Bret S. Clement
Common Elements in Trust Agreements
The Revocable Living Trust - Why You Should Use It
Disadvantages of Revocable Living Trusts
Sample Pour-Over Will and Living Trust Agreements
Durable Powers of Attorney
BASIC TAX CONSIDERATIONS - WHAT YOU NEED TO KNOW IN ORDER TO CHOOSE THE APPROPRIATE PLAN 1:00 - 2:15, Bret S. Clement
Tax Considerations of Drafting Living or Testamentary Trusts
Marital Deduction Planning - Qualifications and Basic Formula Approaches
Estate and Gift Taxes
Generation-Skipping Transfer Taxes
Income Tax - Ramifications of Trusts
ETHICS AND ESTATE PLANNING 2:30 - 3:30, Michael E. Andrews
Selected Ethical Rules Affecting the Estate Planner
Who's Your Client? Conflict of Interest
Competency - A Word to the Wise
Practice Before the IRS
PLANNING METHODS TO CONTROL MEDICAL TREATMENT 3:30 - 4:30, Andrew Sumerford
What a Living Will Can and Cannot Accomplish
Picking Up Where a Living Will Ends - Durable Powers of Attorney for Health Care/Health Care Proxy
Preserving Your Client's Dignity Through the Patient Self-Determination Act
Anatomical Gifts - Making the Difficult Decisions During Life and Upon Death
Agendas and Speakers may differ slightly depending on the location. Please
e-mail or call
a representative to obtain an agenda for a particular location.