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 - 9:30, Written by Aron G. Weiner. Presented by Michael S. Goode in Atlanta and Aron G. Weiner in Savannah.
   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
   9:30 - 10:45, Written and presented by Bruce H. Gaynes in Atlanta. Presented by Aron G. Weiner in Savannah.
   1. Principles in Will Drafting
      1. Dispositive Provisions
      2. Fiduciaries
      3. Forms and Standard Clauses
   2. Revocable and Irrevocable Living Trusts
      1. Funding the Trusts
      2. Using Trusts for Life Insurance and Retirement Plans
3. BASIC TAXES YOU NEED TO BE AWARE OF
   11:00 - 12:15, Written and presented by Bruce H. Gaynes in Atlanta. Presented by Mark Schaefer in Savannah.
   1. Income Taxes
   2. Estate and Gift Taxes and the Marital Deduction
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:15 - 2:15, Written and presented by Michael S. Goode in Atlanta. Presented by Aron G. Weiner in Savannah.
   1. Financial and Medical Powers of Attorney
   2. Advance Directive for Health Care
   3. Asset Protection Trusts
   4. Advising the Dying Client
5. CHARITABLE PLANNING
   2:30 - 3:30, Written by Mark Schaefer. Presented by Donald M. Etheridge Jr. in Atltana and Mark Schaefer in Savannah.
   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, Written and presented by Donald M. Etheridge Jr. in Atlanta. Presented by Mark Schaefer in Savannah.
   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

DONALD M. ETHERIDGE JR. is a partner in the Atlanta firm of McKenna Long & Aldridge, LLP, where his practice is concentrated in the areas of tax and estate planning for closely held business owners and high net worth individuals, as well as tax exempt organizations. He also is a certified public accountant. Mr. Etheridge lectures frequently on tax and estate planning issues, including sophisticated charitable giving techniques. He has written a number of tax planning publications, including the BNA Tax Management Portfolio on Charitable Income Trusts, and is the author of Portfolio on Private Foundations, Section 4940 and Section 4944. Mr. Etheridge earned his A.B. and J.D. degrees, magna cum laude, from Duke University and his LL.M. degree from Georgetown University. He is a member of the State Bar of Georgia (member, Tax Law Section), the North Carolina State Bar, the Georgia Society of CPAs, and the American Bar Association (member, Real Property, Probate and Trust Law Section and Tax Section).

BRUCE H. GAYNES is a founding shareholder in the Atlanta law firm of Kitchens Kelley Gaynes, P.C., where he practices in the areas of corporate, estate planning and tax matters. He is a certified public accountant. Mr. Gaynes is a frequent lecturer for various professional groups and organizations regarding matters ranging from estate planning and taxation to fundraising. He is a member of the State Bar of Georgia, the American and Atlanta bar associations, the Atlanta Estate Planning Council and the Georgia Society of Certified Public Accountants. Mr. Gaynes earned his B.A. degree, cum laude, from Tulane University and his J.D. degree from the Emory University School of Law.

MICHAEL S. GOODE is an attorney with the law firm of Perrotta, Cahn & Prieto, P.C., where he practices in the areas of estate planning, probate, asset protection, business law, international law, taxation, commercial leasing and complex business litigation. Mr. Goode is certified as a wealth preservation planner and an asset protection planner by the Wealth Preservation Institute. He is a member of the State Bar of Georgia, the Tennessee Bar Association, the Bartow County Bar Association, the World Trade Center Atlanta (member, China Business Alliance), the International Business Association, the Pan-Asia Center for Community Services (conducts a biweekly legal clinic for the Asian community), the Society of Financial Service Professionals (board member, Atlanta Chapter), the Attorney/Accountant Advisory Council, and the Asset Protection Society (Georgia State Representative). Mr. Goode is admitted to practice in Georgia and Tennessee, and has earned his B.A. degree from Colby College, his M.S. degree from Northeastern University, his J.D. degree from William and Mary School of Law, and his LL.M. degree from the New York University School of Law.

MARK SCHAEFER is an attorney and certified financial planner with Elder Law Office of Mark Schaefer, P.C., where he practices in the areas of estate planning, probate and elder law. He speaks regularly to various groups on areas related to his practice and was formerly a professor of Business and Economics at Richmond College in London. Mr. Schaefer earned his B.A. degree from the University of Virginia, his J.D. degree from Georgia State University, his M.S. degree from Georgia State University and his M.B.A. degree from Northeastern University. He is a member of the National Academy of Elder Law Attorneys (NAELA), the State Bar of Georgia (Fiduciary Law and Elder Law sections), and the Savannah Estate Planning Council.

ARON G. WEINER is a partner in the Savannah law firm of Weiner, Shearouse, Weitz, Greenberg & Shawe, LLP, where his areas of practice include probate law, business law, commercial and residential law, real estate law and estate planning. He has been the county conservator of Chatham County and ex-officio county administrator since 1965, and is a past assistant county attorney. Mr. Weiner also has acted as judge pro tempore for the Savannah-Chatham County Recorder's Court. He attended Armstrong College of Savannah, New York University and earned his B.B.A. and LL.B. degrees from the University of Georgia. Mr. Weiner is a member of the Advisory Board of Directors of Coastal Bank, the Savannah Bar Association, the State Bar of Georgia and the Savannah Estate Planning Council.

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