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, R. Craig Harrison
   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 - 11:45, R. Craig Harrison
   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
   12:45 - 2:00, Jeffrey S. Goethe
   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
   2:15 - 3:15, Jeffrey S. Goethe
   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
   3:15 - 4:30, Jeffrey S. Goethe
   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

JEFFREY S. GOETHE is a partner with the Bradenton law firm of Barnes, Walker, Goethe, & Hoonhout, Chartered, where he practices in the areas of wills, trusts and estates; real estate; and guardianship. He is board certified by The Florida Bar as a specialist in the area of wills, trusts and estates. Mr. Goethe earned his B.A. degree from Maryville College and his J.D. degree from the University of Tennessee at Knoxville. He has been practicing law since 1991. Mr. Goethe has served as an adjunct professor at Manatee Community College, has contributed continuing education materials for the Attorneys' Title Insurance Fund, Inc., and has served as an instructor in The Fund's Paralegal Certification and Placement Program. Mr. Goethe has presented continuing education seminars for the National Business Institute in the areas of Wills, Trusts and Estates since 2005. As a member of The Florida Bar, Mr. Goethe has served in many capacities: The Florida Bar Probate Rules Committee (Member, 2005-2011; Chair 2010-2011); The Florida Bar Special Needs of Children Committee (past member); the Florida Bar Elder Law Section; the Florida Bar Real Property, Probate and Trust Law Section (Co-Vice Chair of the Probate Law and Procedure Committee 2009-2011; Ad Hoc Study Committee on Homestead Life Estate Issues 2008-2009; and the Ad Hoc Committee on Estate Planning Attorney Conflicts of Interest, 2010-2011). Mr. Goethe's other professional memberships include the American Bar Association (Real Property, Probate and Trust Law section); the Manatee County Bar Association; the Estate Planning Council of Manatee County; the Sarasota-Bradenton Attorneys Real Estate Council; and the American Inns of Court for Manatee County (past member). Mr. Goethe's community involvement has included service through the DeSoto Boys and Girls Club Board of Directors, the Manatee County Boys and Girls Clubs Board of Directors, the Hernando DeSoto Historical Society, coaching Pop Warner football and YMCA sports teams, and service as a catechist in the St. Joseph Catholic Church Parrish School of Religion. Mr. Goethe also served in the United States Army Reserves and the Florida National Guard from 1986 through 1992.

R. CRAIG HARRISON is a partner with Lyons, Beaudry & Harrison, PA, in Sarasota, Florida. His areas of practice include civil trial practice, real estate, real property law, trusts, estate planning and litigation, trust litigation and guardianship avoidance and litigation. Mr. Harrison earned his A.A. degree at Grand Rapids Junior College, his B.A. degree from the University of Michigan at Ann Arbor and his J.D. degree from the University of Detroit. He is a past recipient of the American Jurisprudence Award: Trusts and Estates. Mr. Harrison is board certified by The Florida Bar as a specialist in estate planning, trust and probate law. He is a member of The Florida Bar and the State Bar of Michigan. Mr. Harrison also is a member of the Sarasota Bar Association, a former president of the Sarasota Downtown Association and director of the Sarasota Downtown Association.

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