Seminar: Drafting Effective Wills and Trusts – June 29, 2011
Program Description
Help Your Clients Meet Their Estate Planning Needs
Do you have a clear understanding of the basic tax issues, living trusts, and other planning documents that can complicate the estate planning and probate processes? Are you prepared to answer your clients’ tough questions? Attend this basic-level 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.
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.
Handle ethical issues that arise in estate planning, such as competency of the client and conflicts of interest.
Examine the impact of Medicaid rules on estate planning options.
Who Should Attend
This basic-level seminar will provide fundamentals of drafting wills and trusts for:
Attorneys
Paralegals
Trust Officers
Accountants
Course Content
Fundamental Principles of Will Drafting
Using Living Trusts and Powers of Attorney as Estate Planning Tools
Basic Tax Considerations – What You Need to Know in Order to Choose the Appropriate Plan
Ethics and Estate Planning
The Impact Of Medicaid On The Planning Process
Continuing Education Credits:
Continuing Legal Education – CLE: 7.00
Financial Planners – Financial Planners: 7.00
International Association for Continuing Education Training – IACET: 0.60
National Association of State Boards of Accountancy – CPE for Accountants: 7.00*
Professional Achievement in Continuing Education – PACE: 7.00
* denotes specialty credits
