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

Continuing Education Credits:   

* denotes specialty credits

1. WHAT YOU NEED TO KNOW ABOUT WORKING WITH THE CLIENT
   9:00 - 10:00, Kimberly A. Green
   1. Information to Gather at the Initial Interview
   2. Making Sure Client Wishes are Implemented
   3. Keeping the Client Involved Throughout the Process
   4. Q&A
2. WILLS AND TRUSTS
   10:15 - 11:15, Kimberly A. Green
   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. Q&A
3. BASIC TAXES YOU NEED TO BE AWARE OF
   11:15 - 12:15, Doug Longhofer
   1. Estate and Gift Taxes
   2. Marital Deduction Planning
   3. Generation-Skipping Transfer Taxes
   4. Q&A
4. CONSIDERATIONS IN PLANNING FOR INCAPACITY
   1:15 - 2:15, Jason R. Bock
   1. Financial and Medical Powers of Attorney
   2. Living Wills and Health Care Instructions
   3. Asset Protection Trusts
   4. Advising the Dying Client
   5. Q&A
5. CHARITABLE PLANNING
   2:30 - 3:30, Doug Longhofer
   1. Overview of the Wealth Transfer Charitable Tax Deduction
   2. Considerations in Assets to Donate
   3. Charitable Lead Trusts
   4. Charitable Remainder Trusts
   5. Q&A
6. ETHICAL ISSUES IN ESTATE PLANNING
   3:30 - 4:30, Jason R. Bock
   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
   5. Q&A

JASON R. BOCK is an attorney with the law firm Fleeson, Gooing, Coulson & Kitch, L.L.C. He earned his Bachelor of Business Administration, magna cum laude, from Fort Hays State University and his Juris Doctor from University of Kansas School of Law in 2010. During law school, Mr. Bock focused primarily on taxation, business and estate planning, receiving a certificate in both tax and business. He joined Fleeson, Gooing, Coulson & Kitch, L.L.C. in 2010 and practices primarily in the areas of business and trusts and estates. Mr. Bock is currently a Probate Committee member for the Wichita Bar Association, has regularly serves on a United Way Allocation Panel, and is a member of both the Wichita and Kansas bar associations.

KIMBERLY A. GREEN is a member in the law firm of Depew Gillen Rathbun & McInteer, LC in Wichita. Ms. Green works primarily in the areas of business law, civil litigation and estate planning. She earned her B.S. degree from Southern Nazarene University and her J.D. degree, with Dean's Honors, from Washburn University School of Law. Ms. Green is a member of the Wichita and Kansas bar associations, the Young Lawyers Association, the Wichita Women Attorneys Association, the Wichita Estate Planning Council, and the Young Professionals of Wichita.

DOUG LONGHOFER is an attorney with Martin Pringle Attorney at Law and focuses his practice on estate planning, business law and tax law. He has authored or co-authored articles appearing in The Tax Lawyer, Business Entities, and BNA's Tax Management Real Estate Journal. Mr. Longhofer has spoken locally on estate planning and tax topics, and was a co-presenter at BNA's Tax Management Advisory Meeting in New York, New York in December, 2010. He graduated from Kansas State University with a Bachelor of Science in industrial engineering and earned his J.D. at Washburn University School of Law, where he earned certificates in tax law and in business and transactional law, both with distinction. Mr. Longhofer is a member of the American Bar Association's sections of Taxation and Real Property, Trust and Estates, as well as the Kansas Bar Association's Section of Taxation.

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