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, Written by Neal B. Jannol.
   Presented byKristin L. Yokomoto in Irvine and Neal B. Jannol in Pasadena.
   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 - 12:15, Written by Kristin L. Yokomoto.
   Presented by Kristin L. Yokomoto in Irvine and Thomas G. Martin in Pasadena.
   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
   1:15 - 2:15, Written by Mark A. Ziebold.
   Presented by Mark A. Ziebold in Irvine and Chang Hoon Chae in Pasadena.
   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, Written by Chang Hoon Chae.
   Presented by Mark A. Ziebold in Irvine and Chang Hoon Chae in Pasadena.
   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
   3:30 - 4:30, Written by Thomas G. Martin.
   Presented by Mark A. Ziebold in Irvine and Thomas G. Martin in Pasadena.
   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

KRISTIN L. YOKOMOTO is the founder of Balanced Legal Planning, APLC, located in Newport Beach. Balanced Legal Planning, APLC focuses on estate planning and business planning, which includes all aspects of business law and corporate law. Ms. Yokomoto has been licensed to practice law for more than 15 years and opened Balanced Legal Planning, APLC in 2008. She has presented at National Business Institute and the Orange County Bar Association, Estate and Trusts Section on estate planning topics, including the 2010 estate tax repeal and related modified carry-over basis rules. Ms. Yokomoto has been published by The BNA Tax Management Memorandum, a leading national provider of tax planning information, and The CPA Journal, a publication of the New York State Society of Accountants. She is a member of Wealth Counsel, a national association of estate planning attorneys, and the Advisors Forum, a national association of attorneys, accountants, and financial planners. Ms. Yokomoto earned her B.A. degree from the University of California, Santa Barbara, her M.B.A. and J.D. degrees from the University of Arizona, and two LL.M degrees from the University of San Diego and Chapman Law School.

MARK A. ZIEBOLD is the principal of Ziebold Law Group. Mr. Ziebold is certified as a specialist in the areas of estate planning, trusts, and probate law by the State Bar of California, Board of Legal Specialization. He practices in estate planning, probate and trust administration, and focuses on estate and gift tax planning for the high net worth client using a variety of estate planning strategies and techniques. Mr. Ziebold is a member of the State Bar of California and the Orange County Bar Association. He was admitted to practice in California in 2003, and also is admitted to practice in the states of Nevada and Arizona. Mr. Ziebold earned his B.A. degree from Baylor University, his J.D. degree and his LL.M. degree from Chapman University School of Law.

CHANG HOON CHAE is a partner in the Los Angeles law firm of Hoffman, Sabban & Watenmaker, P.C., where he practices in the areas of estate planning, probate and trust administration. He is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. He has been published in California Trusts and Estates Quarterly and has given lectures to professional and lay audiences on estate planning and charitable giving. Mr. Chae has served as a member of the board of directors for a community college foundation, as chairperson for a planned giving committee and as a professional advisor to a community foundation. He is a member of the International Society of Trust and Estate Practitioners and on the Professional Advisory Network of the Motion Picture and Television Fund. Mr. Chae has been named by Law & Politics Magazine and Los Angeles Magazine as one of Southern California 's top lawyers (“Super Lawyers” “Rising Stars”) in 2006 and 2007 in the area of estate planning and probate. He is a member of the Beverly Hills Bar Association and the State Bar of California. Mr. Chae earned his B.A. degree, with honors, from Grinnell College and his J.D. degree, with distinction, from the University of Iowa . He also attended the London School of Economics and Political Science.

NEAL B. JANNOL is a partner in the Los Angeles office of Loeb & Loeb LLP. Mr. Jannol has been an attorney for more than 14 years and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. His experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. Mr. Jannol is a member of the State Bar of California. He earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.

THOMAS G. MARTIN is the founder and managing partner of Foresight Legal Group, P.C. in Long Beach. Mr. Martin has been an attorney for 12 years and practices in the areas of estate planning, probate and family law. He is a member of the State Bar of California (Trusts and Estates sections), the Los Angeles County Bar Association and the National Academy of Elder Law Attorneys. Mr. Martin earned his B.A. degree from Yale University and his J.D. degree from the UCLA School of Law. He is on the board of the Estate Planning & Trust Council of Long Beach and the advisory board of Miller Children's Hospital of Long Beach.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com