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, Stephen P. Griebel
   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
   10:00 - 10:45, Stephen P. Griebel
   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
   11:00 - 12:00, Benjamin S. Williams
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:00 - 2:15, Michael M. Yoder
   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, Benjamin S. Williams
   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, Michael M. Yoder
   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

STEPHEN P. GRIEBEL is a sole practitioner in Churubusco, Indiana. Mr. Griebel practices in the areas of wills, estate litigation and Medicaid planning. He earned his B.A. degree from Indiana University and his J.D. degree from the University of Michigan. He is a member of the American Immigration Lawyers Association, Indiana State Bar Association (Elder Law Section) and Allen County Bar Association.

BENJAMIN S. WILLIAMS is an attorney at the law firm of Shambaugh Kast Beck & Williams in Fort Wayne, Indiana. Mr. Williams practices in the areas of estate and personal planning, estate and trust administration, charities, taxation, business organizations, commercial transactions and real estate. He earned his B.S. degree from Ashland University and his J.D. degree from Valparaiso University School of Law. Mr. Williams is a member of the American, Indiana State and Allen County bar associations and the Fort Wayne Estate Planning Council. His pro bono activities include guardianships and estate planning.

MICHAEL M. YODER is a partner in Yoder Law Office, PC, where he practices in the areas of personal injury, probate, estate planning, corporate, real estate, family, domestic relations, criminal law and elder law. Mr. Yoder earned his B.S. degree from Ball State University and his J.D. degree from Notre Dame University. He is admitted to practice in Indiana and before the U.S. District Court, Northern District of Indiana and Michigan, and the U.S. Court of Appeals, 7th Circuit. Mr. Yoder is a member of the Noble County, Indiana State and American bar associations, the Indiana Trial Lawyers Association, the National Academy of Elder Law Attorneys and the State Board of Law Examiners.

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