Are you prepared for the challenges each new client will bring into your estate planning practice? From the initial interview through the final draft of the plan, you'll need all the skills you can get to ensure the clients' financial interests are protected and their legacy passed on to the intended beneficiaries. Our detailed instruction will walk you through the process and help you avoid the hidden traps along the way. Build a solid foundation for your estate planning practice - order today!

1. What You Need to Know About Working With the Client
2. Wills and Trusts
3. Basic Taxes You Need to Be Aware Of
4. Considerations in Planning for Incapacity
5. Charitable Planning
6. Ethical Issues in Estate Planning

1. WHAT YOU NEED TO KNOW ABOUT WORKING WITH THE CLIENT
   9:00 -9:45, Curtis M. Kaiser
   1. Information to Gather at the Initial Interview
   2. Making Sure Client Wishes are Implemented
   3. Keeping the Client Involved Throughout the Process
2. WILLS AND TRUSTS
   9:45 - 11:15, Written by Norman H. Green
   1. Principles in Will Drafting
      1. Fiduciaries
      2. Forms
      3. Clauses
   2. Revocable and Irrevocable Living Trusts
      1. Funding the Trusts
      2. Using Irrevocable Trusts to Purchase Life Insurance
3. BASIC TAXES YOU NEED TO BE AWARE OF
   11:30 - 12:30, Written by Norman H. Green
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:30 - 2:30, Curtis M. Kaiser
   1. Financial and Medical Powers of Attorney
   2. Living Wills and Health Care Instructions
   3. Asset Protection Trusts
   4. Advising the Dying Client
5. CHARITABLE PLANNING
   2:45 - 3:30, Chang Hoon Chae
   1. Overview of the Wealth Transfer Charitable Tax Deduction
   2. Considerations in Assets to Donate
   3. Charitable Lead Trusts
   4. Charitable Remainder Trusts
6. ETHICAL ISSUES IN ESTATE PLANNING
   3:30 - 4:40, Written by Mark J. Phillips
   1. Avoiding Conflicts of Interest – Determining the Client
   2. Competency of the Client – When Diminished Capacity Becomes Apparent
   3. Maintaining the Relationship – Adequate Communication
   4. Confidentiality – What Should or Shouldn't Be Disclosed

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.

NORMAN H. GREEN is a partner with the law firm of Irsfeld, Irsfeld & Younger LLP, where he practices in the areas of taxation, business law, estate planning and probate. He has been designated as a certified specialist in tax law by the State Bar of California Board of Legal Specialization. Mr. Green has lectured on estate planning and taxation issues, as well as fee arbitration. He earned his A.B. degree from the University of California at Irvine and his J.D. degree from the University of California at Los Angeles. Mr. Green is a member of the Los Angeles County, Glendale, Beverly Hills and American bar associations, and the State Bar of California (member, Estate Planning, Probate and Trust Law, and Taxation Law sections).

CURTIS M. KAISER is a sole practitioner in Long Beach. Mr. Kaiser focuses his practice on estate planning and business contract law. He is an instructor in the Paralegal program at the University of California, Irvine where he teaches courses on Contract Law and Estate Planning. Mr. Kaiser is a member of the Long Beach Bar Association and the Estate Planning & Trust Council of Long Beach. He earned his B.A. degree, with honors, from the University of California at Santa Barbara and his J.D. degree from Santa Clara University.

MARK J. PHILLIPS is a partner in the law firm of Goldfarb, Sturman & Averbach, where his main areas of practice are estate planning, probate and probate litigation. He is a certified specialist in estate planning, trust and probate law by the State Bar of California. Mr. Phillips has served as an adjunct professor of law in wills and trusts since 1988 at the University of West Los Angeles, the University of LaVerne and San Fernando Valley College of Law. He earned his B.A. degree, cum laude, and his J.D. degree from the University of California at Los Angeles, and his LL.M. degree from New York University. Mr. Phillips is a member of the State Bar of California, the San Fernando Valley and the Los Angeles County (past executive committee, section on trusts and estates) bar associations and the Valley Estate Planning Council (past president).

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