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. Ethics and Estate Planning
3. Using Living Trusts and Powers of Attorney as Estate Planning Tools
4. Basic Tax Considerations - What You Need To Know In Order To Choose The Appropriate Plan
5. Planning Methods to Control Medical Treatment

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:30, Robert L. McClelland
   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. ETHICS AND ESTATE PLANNING
   10:45 - 11:45, Robert L. McClelland
   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
3. USING LIVING TRUSTS AND POWERS OF ATTORNEY AS ESTATE PLANNING TOOLS
   12:45 - 2:00, Madeleine T. Baugh
   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
4. BASIC TAX CONSIDERATIONS - WHAT YOU NEED TO KNOW IN ORDER TO CHOOSE THE APPROPRIATE PLAN
   2:00 - 3:30, Jason L. Lee
   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
5. PLANNING METHODS TO CONTROL MEDICAL TREATMENT
   3:45 - 4:30, Carolyn L. Kenton
   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

MADELEINE T. BAUGH is a Lexington attorney in solo practice, specializing in the preparation of life and estate plans. She practices in the areas of simple and complex wills, trusts, guardianships, powers of attorney, living wills, healthcare powers of attorney, Medicaid planning and wartime veteran's non-service disability pension planning. Ms. Baugh also assists clients in probate, estate settlement and the resolution of complex estate disputes. In addition, she has specialized knowledge and experience in real property law, both residential and commercial and advises small businesses. Ms. Baugh has practiced law for twenty-one years and is a member of the Kentucky Bar Association (Real Property Chair), and the Fayette County Bar Association. She taught "Trust and Estates" as an adjunct instructor at the University of Kentucky College of Law in spring, 2008. Ms. Baugh volunteers legal services to Planned Parenthood of Kentucky and the Kentucky Volunteer lawyer program of the Access to Justice Foundation. Outside of the office, she is the vice president of the Bravo Guild, the fund-raising and volunteer arm of the Lexington Opera Society and a board member of the International Book Project.

CAROLYN L. KENTON is an attorney in private practice with offices in Lexington. She is a member of the National Academy of Elder Law Attorneys. Since 1992, Ms. Kenton has focused her practice in the areas of elder law, estate planning and probate. Prior to this, she served as a trust officer/estate planner for National City Bank in Lexington, working in estate planning, current asset management and business development. Ms. Kenton is a frequent lecturer to business and professional groups on elder law, estate planning and probate law. She is a graduate of the University of Kentucky, where she earned her B.A., M.A. and J.D. degrees. Ms. Kenton is a member of the Elder Law Committee and the Probate and Property Section of the Kentucky Bar Association.

JASON L. LEE is a member of Wyatt, Tarrant & Combs, LLP, in the firm's tax, business and personal planning service team. He concentrates his practice in tax and estate planning. Mr. Lee is a licensed CPA and a member of the Fayette County and Kentucky bar associations. He earned his B.S. degree from California State University in Sacramento and his J.D. degree from the University of Kentucky.

ROBERT L. McCLELLAND is an attorney in the Lexington law firm of McClelland & Associates, PLLC, where the firm's focus is on elder law issues including personal estate planning with annual updating, trusts, trust funding and settlement, business planning, wills, probate and trust administration, guardianship, Medicaid planning and special needs planning to clients in Kentucky and West Virginia. He is a member of the National Academy of Elder Law Attorneys, Inc., the WealthCounsel, LLC, the ElderCounsel, LLC and the Special Needs Alliance. Mr. McCelland also is a member of the Kentucky Bar Association (member, Elder Law Committee). He has included in his training the Advanced Planning Course of the Esperti-Peterson Institute, Medicaid Practice Systems, Inc., and the Teton Institute, an advanced planning program employing the use of Wyoming limited liability company entities with living trust plans to create tax-free wealth transfers. Mr. McClelland has spoken widely on Medicaid planning, special needs planning and wills and trusts for both the general public and continuing legal education. He earned his B.S. degree from the University of Charleston and J.D. degree from Northern Kentucky University, 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.

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