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 - 10:30, Sean J. Fahey
   1. Initial Advice to the Client
   2. Checklist for Gathering Information
   3. Statutory ABCs - What is Required?
   4. Helping Clients Select Fiduciaries
   5. Disinheritance and No Contest Provisions
   6. Building Flexibility Into the Plan
   7. Sample Forms
2. USING LIVING TRUSTS AND POWERS OF ATTORNEY AS ESTATE PLANNING TOOLS
   10:45 - 12:00, Bret S. Clement
   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, Ann M. O'Hara
   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, Ann M. O'Hara
   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, E. Paige Freitag
   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

BRET S. CLEMENT is a member of the Indianapolis law firm of Ayres, Carr & Sullivan PC, where his practice focuses on estate and business planning, tax and corporate law. Mr. Clement frequently lectures to various professional groups on estate planning and tax-related subjects. As an adjunct professor of law, he previously taught the estate and gift tax course at Indiana University Law School. He wrote the sales and use tax, gross income tax, inheritance tax and property tax explanations for the Indiana Section of Research Institute of America's State and Local Tax Service. Mr. Clement earned his B.B.A. degree, with high honors, from the University of Notre Dame and his J.D. degree, cum laude, from the University of Michigan.

SEAN J. FAHEY is an attorney at the law firm of Hall, Render, Killian, Heath & Lyman, P.C., where he focuses his practice on estate planning, trust and estate administration, and general business matters. Mr. Fahey has represented individuals and families in structuring their business transactions, as well as planning their personal income tax and estate tax matters. His practice includes advising clients on charitable giving techniques. Mr. Fahey is a certified specialist in estate planning and administration (certified by the Estate Planning and Administration Specialty Certification Board of the Indiana State Bar Association's Probate, Trust and Real Property Section) in Indiana. He is a member of the Indianapolis (Executive Committee, Estate Planning and Administration Section), Indiana (Executive Committee, Tax Section; member, Probate, Trust and Property Section) and American (member, Probate, Trusts and Real Property Section) bar associations. Mr. Fahey earned his B.A. degree from the University of Rochester and his J.D. degree from Case Western Reserve University School of Law. He speaks regularly to groups and at continuing education programs, and has spoken on topics including choosing among the leveraging techniques for family business succession planning and exploring business exit strategies.

E. PAIGE FREITAG is an attorney at Jones, McGlasson & Benckart, P.C., in Bloomington, Indiana. Ms. Freitag's practice areas include civil and criminal appeals, appellate consultation, estate planning, probate and elder law, including Medicaid planning and applications. She is a member of the National Academy of Elder Law Attorneys and the Indiana State Bar Association (member, Elder Law Section; Trust, Probate and Real Property Section; Appellate Section). Ms. Freitag currently serves as chair of the Public Service Committee for the Elder Law Section and is a District 1 Council Member of the Appellate Practice Section. She graduated magna cum laude from the University of Evansville in 1994 and received her J.D. degree from the Indiana University School of Law - Bloomington in 1997.

ANN M. O'HARA is a partner in the Hamilton County law firm of Church, Church, Hittle & Antrim. Ms. O'Hara joined the firm in 2005. She currently practices in the areas of estate planning, probate and trust administration, municipal law and general business representation. Ms. O'Hara served as an adjunct professor in Individual Federal Taxation at the Kelly School of Business, Indiana University and was a lecturer on Federal Estate and Gift Tax for the Indianapolis Bar Association's Bar Review Course from 1999-2010. Ms. O'Hara earned her B.S. degree, summa cum laude, from St. Joseph's College and her J.D. degree from Indiana University School of Law-Indianapolis. Ms. O'Hara is a member of the Indianapolis Bar Association, Hamilton County Bar Association and Indiana State Bar Association.

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