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

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:15, Mark A. Brimmer
   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
   10:30 - 12:00, Philip J. Sullivan
   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 - 2:15, Charles T. Scott Jr.
   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. Brimmer
   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, Charles T. Scott Jr.
   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. BRIMMER is a sole practitioner in San Marcos, California and was a principal in Boyd and Brimmer, A.P.C., from 2000 to 2008. Mr. Brimmer has practiced law for more than 18 years in San Diego County and focuses his practice on estate planning, probate and trust administration. He has previously lectured for National Business Institute on estate planning and probate issues. Mr. Brimmer is a member of the State Bar of California and the San Diego County Bar Association. He earned both his B.S. and J.D. degrees from Arizona State University.

PHILIP J. SULLIVAN is a partner in the estates and trusts group of Henderson, Caverly, Pum & Charney LLP. Mr. Sullivan's practice involves the representation of clients in estate planning, estate and trust administration, probate, estate and gift tax audits and charitable planning. He is a member of the San Diego County Bar Association (Estate Planning and Probate Section), the La Jolla Probate Section, and the State Bar of California. He is a frequent lecturer on estate and trust topics, and is an adjunct professor and lecturer at the California Western School of Law and the University of San Diego School of Law. Mr. Sullivan earned his bachelor's degree in accounting, magna cum laude, from Seton Hall University , his law degree, cum laude, from Villanova University Law School, and his master's in taxation from New York University School of Law. Prior to joining Henderson, Caverly, Pum & Charney in 2008, Mr. Sullivan was a partner in the family wealth and exempt organizations practice group at Luce, Forward, Hamilton & Scripps LLP. He is admitted to practice law in California and Pennsylvania.

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