People don't like to contemplate their own deaths, but they do need to consider what will happen to their assets when they die. Tax issues, medical decisions, and a wide range of planning documents make the process even more complicated. But you can give your clients peace of mind by creating effective wills and trusts that carry out all of their wishes.

Order today to learn the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents such as powers of attorney. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Tackle the ethical issues related to estate planning, both from the attorney's perspective and from that of the client who must make end-of-life medical decisions. Have the skills and information you need right at your fingertips!

1. Fundamental Principles of Will Drafting
2. Using Living Trusts and Powers of Attorney as Estate Planning Tools
3. Basic Tax Considerations - What You Need to Know in Order to Choose the Appropriate Plan
4. Ethics and Estate Planning
5. Planning Methods to Control Medical Treatment

Continuing Education Credits:   

* denotes specialty credits

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:30, Keith R. Lyman
   1. Selecting the Vehicle - Initial Advice to the Client
   2. Checklist for Gathering Client Information
   3. The Statutory ABCs: What is Required?
   4. Methods of Designating Fiduciaries
   5. Disinheritance and No Contest Clauses - Will They Stand?
   6. Protective Clauses for Minors, Incompetent Persons and Beneficiaries With Special Needs
   7. Building Flexibility Into the Plan - Checklist of Special Provisions
   8. Practical Pointers With Sample Forms
   9. Developing a Document Preparation System
2. USING LIVING TRUSTS AND POWERS OF ATTORNEY AS ESTATE PLANNING TOOLS
   10:45 - 12:00, Keith R. Lyman
   1. Common Elements in Trust Agreements
   2. The Revocable Living Trust - Why You Should Use It
   3. Disadvantages of Revocable Living Trusts
   4. Sample Pour-Over Will and Living Trust Agreements
   5. Durable Powers of Attorney
3. BASIC TAX CONSIDERATIONS - WHAT YOU NEED TO KNOW IN ORDER TO CHOOSE THE APPROPRIATE PLAN
   1:00 - 2:30, Mark A. Bregman
   1. Tax Considerations of Drafting Living or Testamentary Trusts
   2. Marital Deduction Planning - Qualifications and Basic Formula Approaches
   3. Estate and Gift Taxes
   4. Generation-Skipping Transfer Taxes
   5. Income Tax - Ramifications of Trusts
4. ETHICS AND ESTATE PLANNING
   2:30 - 3:30, Mark A. Bregman
   1. Selected Ethical Rules Affecting the Estate Planner
   2. Who's Your Client? Conflict of Interest
   3. Competency - A Word to the Wise
   4. Practice Before the IRS
   5. Attorney Fees
5. PLANNING METHODS TO CONTROL MEDICAL TREATMENT
   3:45 - 4:30, Phoebe Moffatt
   1. What a Living Will Can and Cannot Accomplish
   2. Picking Up Where a Living Will Ends - Durable Powers of Attorney for Health Care/Health Care Proxy
   3. Preserving Your Client's Dignity Through the Patient Self-Determination Act
   4. Anatomical Gifts - Making the Difficult Decisions During Life and Upon Death

MARK A. BREGMAN is managing partner in the Scottsdale law firm of Bregman Burt Feldman Attorneys & Counselors at Law. His areas of practice include estate and asset protection planning, probate and trust administration and litigation, and related special situations involving real estate and business transactions. Mr. Bregman frequently lectures to various professional groups on topics pertaining to his areas of practice. He has published "Charitable Remainder Trusts: How Many Objectives Can One Strategy Satisfy," May/June 2001, Planned Giving, the newsletter of the Arizona Community Foundation, and an article on the changes to individual retirement accounts in the Maricopa Lawyer (2002). Mr. Bregman is a former superior court pro tempore (civil and family courts). He earned his B.A. degree from Virginia Tech and his J.D. degree from Arizona State University. Mr. Bregman is a member of the Scottsdale Bar Association (past president, past director) and the State Bar of Arizona (member, Fee Arbitration Committee). He was a lead attorney in In real estate of Pilafas , 172 Ariz. 207, 836 P.2d 420 (1992) which distinguishes the revocation of living trusts and wills. He also was the attorney in the recent bankruptcy case, Gaughan v. The Edward Dittlof Revocable Trust, et al (In re Costas, 346 B.R. 198 (2006); presently on appeal to the 9th Circuit Court of Appeals; pre-petition disclaimers effective in bankruptcy cases. He has recently presented seminars on the following topics: Preparing 706 Estate, Gift, and Generation Skipping Tax Returns, Drafting Effective Arizona Trusts, Estate Planning and Recovery for Elderly Clients, Protecting Personal Assets and Minimizing Estate Taxes at Death, Disclaimers and Arizona Probate.

KEITH R. LYMAN joined the law firm of Frazer Ryan Goldberg & Arnold LLP, in 2008. As an estate planning attorney, Mr. Lyman focuses his practice on estate planning and long-term care planning, including Medicaid eligibility and asset protection, along with the use of special needs trusts. He also is a certified financial planner, having earned his designation in 1996. Mr. Lyman practiced law in Indiana for 27 years with a practice focused on estate planning and long-term care planning. He graduated from Washburn University School of Law in 1977, and is licensed to practice law in Kansas, Indiana and Arizona. He also is a member in good standing of the Arizona State Bar Association and the National Association of Elder Law Attorneys. Mr. Lyman is the author of Teach Yourself Estate Planning in 24 Hours, published by Pearson Education, a division of Macmillan Publishing; and The Strategy of Long-Term Care - How Middle and Upper Middle Class America Qualifies for Medicaid, published by Brooke-Matthews Publishing Co., Inc. He also is the technical editor of The Complete Idiot's Guide to Wills and Estates, published by Pearson Education and technical editor of Personal Financial Planning Guide, also published by Pearson Education.

PHOEBE MOFFATT is a sole practitioner in Tempe, Arizona, certified as a specialist in estate and trust law by the State Bar of Arizona. Ms. Moffatt  focuses her legal practice in the areas of estate planning; trust administration; preparation of estate and gift tax returns; administration of decedent's assets with/without probate; legal counsel for beneficiaries; representation in guardianship/conservatorship matters; and representation on small business formation matters. She is currently a member of the Valley Estate Planners, the East Valley Estate Planning Council, the Arizona Women Lawyers Association, and the Probate and Trust Law Section of the State Bar of Arizona. After years of service on the State Bar YLD Executive Council, Ms. Moffatt was elected as the president of the State Bar Young Lawyers Division. She has also served as the chair of the Gift of Life Program sponsored jointly by the Maricopa County Bar YLD and the Donor Network of Arizona. Ms. Moffatt has spoken before the Phoenix Tax Workshop and the American Society of Women Accountants regarding trends in tax litigation. She earned her B.S. degree, magna cum laude, from Arizona State University and her J.D. degree, with Phi Kappa Phi honors, from the University of Memphis School of Law, where she was also a published staff writer for the University of Memphis Law Review.

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