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 - 10:00, Steven R. Warden
   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
   10:15 - 11:15, Steven R. Warden
   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
   11:15 - 12:15, Edward D. Brown
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:15 - 2:15, Frank James Danzo III
   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
   2:30 - 3:30, Edward D. Brown
   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 - 4:30, Frank James Danzo III
   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

EDWARD D. BROWN is a principal in the Denver law firm of Engel & Reiman PC. He also is a certified public accountant. Mr. Brown specializes in business transactions, asset protection planning, taxation and estate planning. He is the author of numerous articles on a variety of legal topics appearing in publications such as, the Journal of Taxation, Asset Protection Journal, The Colorado Lawyer and the Journal of International Taxation. Mr. Brown is admitted to practice law in Colorado, and is a member of the Denver County, Colorado and American bar associations. He also is a member of the American Association of Attorney-Certified Public Accountants. He earned his B.A. degree in finance and accounting, cum laude, from West Virginia University, his J.D. degree from the University of Denver and his LL.M. degree, in taxation, from the University of Denver.

FRANK JAMES DANZO III is a partner in the Denver firm of Chayet & Danzo, LLC. Mr. Danzo has practiced in the areas of estate planning, tax planning, guardianship, conservatorship, elder law, taxation, estate litigation, wills, trusts and estates, probate, asset protection and charitable giving. He frequently lectures on estate planning to professional and civil groups throughout the state. Mr. Danzo is a member of the Denver Estate Planning Council and the National Academy of Elder Law Attorneys. He works closely with and serves as a volunteer guardian for the Guardianship Alliance of Colorado. Mr. Danzo also is a member of the Denver Bar Association, the Colorado Bar Association Trust and Estate Section and the Elder Law Section. He earned his B.S degree at the University of Colorado at Boulder and his J.D. degree at the University of Colorado School of Law.

STEVEN R. WARDEN is the sole practitioner of Steven R. Warden, P.C. in Denver, where he practices in the area of estate and trust planning, estate and trust administration, wills and elder law. He has lectured to various professional groups at educational seminars, including the Metropolitan State College on probate, decedents, estates, wills and trusts. Mr. Warden is a member of the Probate and Trust Section of the Colorado Bar Association and the Real Property, Probate and Trust Law Section of the American Bar Association, for which he served as vice chair of the Special Problems of Guardians and Conservators Committee. He also is a member of the National Academy of Elder Law Attorneys, the past president of the Board of Directors of Seniors, Inc., a nonprofit agency benefiting senior citizens, and a past member of the Mile High United Way Planned Giving Committee. Mr. Warden earned his B.A. degree from Hastings College and his J.D. degree from the University of Denver.

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