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. Planning Methods to Control Medical Treatment
5. Ethics and Estate Planning

Continuing Education Credits:   

* denotes specialty credits

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:15, R. Terry Bennett
   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. Terry Bennett
   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, Gary T. Banet and Peter H. Wayne
   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. PLANNING METHODS TO CONTROL MEDICAL TREATMENT
   2:15 - 3:30, Gary T. Banet and Peter H. Wayne
   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
5. ETHICS AND ESTATE PLANNING
   3:30 - 4:30, Charles F. Hoffman
   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 Fee

GARY T. BANET is an attorney with Wyatt, Tarrant & Combs, LLP, where his main areas of practice are estate planning, estate and trust administration and estate and trust litigation. He is the author of "Changing Tax Laws Offer Rare Opportunities for Estate Plans," Business First of Louisville (December 12, 2008), and co-author of "Attesting, Contesting and Protesting: Will Contests in Kentucky and Indiana," Louisville Bar Briefs (October 2008). Mr. Banet is a member of One Southern Indiana, the Southern Indiana Estate Planning Council, and the Louisville, Floyd County and Indiana State (member, Real Estate and Probate sections) bar associations. He is admitted to practice in Kentucky and Indiana and before the U.S. District Court, Southern District of Indiana; the U.S. District Court, Western District of Kentucky; and the U.S. Court of Appeals for the Sixth Circuit. Mr. Banet earned his B.A. degree from Indiana University, his M.S. degree from the University of Louisville and his J.D. degree, magna cum laude, from the University of Louisville, Louis D. Brandeis School of Law.

R. TERRY BENNETT is a partner in the Radcliff law firm of Skeeters, Bennett, Wilson & Pike, Attorneys at Law. Since 1970, he has focused his practice in the areas of probate law, estate planning, corporate law, personal injury and municipal law. Mr. Bennett served as the city attorney for the city of Radcliff. He has previously lectured to professionals on municipal corporations, probate law and estate planning. Mr. Bennett earned his A.B. degree from William and Mary College and his J.D. degree, cum laude, from Wake Forest University. He is on the Wake Forest School of Law Board of Visitors. Mr. Bennett is a past president and member of the Hardin Bar Association. He is a member of the Local Government Section and past member of the house of delegates of the Kentucky Bar Association, and a member of the North Carolina Bar Association. Mr. Bennett is a member of the Board of Directors of First Citizens Bank, Free Health Clinic of Hardin - LaRue County, North Central Education Foundation and the Hardin County Community Foundation.

CHARLES F. HOFFMAN has been a sole practitioner in Berea, Kentucky since 1999, where his practice includes estate planning, planned giving, estate administration, business planning, and real estate. He began practicing law at Brown, Todd & Heyburn (now Frost Brown Todd) and was a vice president and trust officer at Stock Yards Bank, both in Louisville. Mr. Hoffman is a graduate of Phillips Exeter Academy, Dartmouth College, and Washington and Lee University School of Law. He is active with the bar as a longtime member of the Kentucky Bar Association Investment Committee (chair 2011-2012). Mr. Hoffman also is active in his community, serving on the Finance and Grants Committee (chair) of the St. Joseph's Berea Hospital Foundation and as a commissioner on the Berea Planning and Zoning Board. He is a longtime board member of the Madison County International Committee, Madison County Advisory Committee to the Bluegrass Community Foundation and the Berea Rotary Club (past president, current secretary). Mr. Hoffman has served on the following Boards: Berea Chamber of Commerce (past president, treasurer, and secretary), Boys and Girls Club of Madison County, Eastern Kentucky Child Care Coalition, Kentucky Planned Giving Council (Delegate to National Council, treasurer), Kentucky Shakespeare Festival, Conrad-Caldwell House and Neighborhood Development Corporation. He is a member of the Kentucky, American, Madison County and Louisville bar associations.

PETER H. WAYNE is an attorney with Wyatt Tarrant & Combs, LLP. His main areas of practice are special needs trusts, government benefits preservation and settlement, and traditional estate planning. Mr. Wayne also works with the firm's health care service team on issues relating to Medicare and Medicaid compliance. He assists clients in handling qualified settlement funds, lien resolution, probate coordination and Medicare and Medicaid preservation and compliance issues. Mr. Wayne also is the author of several articles that concentrate on qualified settlement funds and health-lien subrogation, a few of which have been published in AAJ's TRIAL Magazine, KJS's The Advocate, and the Journal of Taxation and Regulation of Financial Institutions. Additionally, he often speaks at seminars for National Business Institute, Kentucky Justice and the Louisville Bar Associations. Mr. Wayne is a member of the Kentucky Bar Association, the Louisville Bar Association (former board member and section chair), the Kentucky Association for Justice, the National Academy of elder Law Attorneys, and The Legal Aid Society's Justice for All Campaign. He earned his B.S. degree from Miami (of Ohio) University and his J.D. degree from the Salmon P. Chase College of Law.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

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Phone: 866-240-1890

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