A Comprehensive Look at Estate Planning Procedures
Are you well-versed in the nuts and bolts of estate planning? Join our experienced faculty as they guide you through how to effectively navigate through the client intake and screening process, review basic wills and trusts, explore tax basics and their impact on the client. Don't miss this chance to build your estate planning skills and protect your client's interests - register today!
Learn what important questions to ask and what documents you need to gather during the initial client meeting.
Explore ways to determine which type of will can best serve the client's needs.
Review the pros and cons of revocable and irrevocable trusts to determine the best option.
Discuss how to effectively plan for taxes while setting up an estate plan.
Client Intake and Screening: Gathering Important Information 9:00 - 10:00, Written by Lila Jenneane Musegades.
Presented by Lila Jenneane Musegades in Coeur d'Alene and Steven F. Scanlin in Boise.
Assessing Current and Future Assets and Debts
Reviewing Existing Estate Plans
Info Gathering Forms and Checklists
Determining Your Overall Estate Plan Strategy
Effective Wills: Addressing Key Aspects of the Estate 10:00 - 11:00, Written by Erika B. Grubbs.
Presented by Erika B. Grubbs in Coeur d'Alene and Steven F. Scanlin in Boise.
Establishing Statutory Framework
Types of Wills: Determining the Right Option
Verifying and Documenting Testator's Competency
Classifying Fiduciary Duties and Powers
Determining Beneficiary Designations and Distributions
Sample Will Provisions
Updating/Modifying Will Documents
Trusts: Types, Functions and Goals 11:15 - 12:15, Written by Lila Jenneane Musegades.
Presented by Lila Jenneane Musegades in Coeur d'Alene and Stephen H. Telford in Boise.
Laws Governing Trust Formation and Administration
Choosing the Type of Trust to Achieve Your Client's Goals
Revocable vs. Irrevocable
Determining the Main Parties and Their Duties and Responsibilities
Confirming Which Court has Jurisdiction Over the Trust
Trust Funding Basics
Taxes : Handling the Basics 1:15 - 2:30, Written by Shirley Bade.
Presented by Shirley Bade in Coeur d'Alene and Stephen H. Telford in Boise.
Tax Update and Overview
Valuation of Assets of the Decedent
Taxable Estate and Deductions
Taxation and Tax Consequences of Trusts
Planning for the Final Income Tax Return
Simple Tips for Minimizing Tax Burden
Working with the Personal Representative or Trust Officer 2:45 - 3:30, Written by Mark T. Peters Sr.
Presented by Shirley Bade in Coeur d'Alene and Mark T. Peters Sr. in Boise.
Helping Clients Choose a Fiduciary
Understanding the Powers and Duties of the Fiduciary
Communicating with the Personal Representative
Using a Trust Protector or Adviser
Fiduciary Liability Considerations
Ethical Considerations in Estate Planning 3:30 - 4:30, Written by Mark T. Peters Sr. and Stephen F. Smith.
Presented by Stephen F. Smith in Coeur d'Alene and Mark T. Peters Sr. in Boise.
Identifying Who Your Client Is
Advising Clients with Failing Mental Capacity
Lawyers Acting as Fiduciaries
How to Efficiently Provide Estate Status Updates for Clients
Practicing Before the IRS
Getting Paid: Billable/Non-Billable Hour and Retainer Agreements
Preventing Unauthorized Practice of Law by Legal Staff
Agendas and Speakers may differ slightly depending on the location. Please
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